Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $99,895 | $155,555-35.8% | $146,866-32.0% | $155,188-35.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.21% | 115.41%-106.2pp | 102.85%-93.6pp | 148.84%-139.6pp |
| Employer contribution / active EE | $1,146 | $4,647-75.3% | $4,425-74.1% | $4,248-73.0% |
| Participant deferral / active EE | $2,332 | $8,044-71.0% | $7,759-69.9% | $6,531-64.3% |
| Admin fee / account holder | $1,337 | $14,755-90.9% | $13,620-90.2% | $14,480-90.8% |