Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,528 | $114,119-35.6% | $107,187-31.4% | $138,895-47.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.94% | 273.21%-262.3pp | 204.55%-193.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $2,010 | $4,059-50.5% | $3,782-46.9% | $4,194-52.1% |
| Participant deferral / active EE | $1,181 | $5,538-78.7% | $5,096-76.8% | $6,396-81.5% |
| Admin fee / account holder | $5,019 | $10,024-49.9% | $9,162-45.2% | $12,562-60.1% |