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 | $72,707 | $183,627-60.4% | $155,602-53.3% | $145,978-50.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 4.79% | 61.32%-56.5pp | 64.81%-60.0pp | 550.52%-545.7pp |
| Employer contribution / active EE | $11,010 | $5,316+107.1% | $4,675+135.5% | $4,662+136.2% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $958 | $19,327-95.0% | $15,923-94.0% | $13,400-92.9% |