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 | $24,945 | $156,398-84.1% | $147,318-83.1% | $138,895-82.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.40% | 78.75%-68.4pp | 70.43%-60.0pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,758 | $4,853-63.8% | $4,593-61.7% | $4,194-58.1% |
| Participant deferral / active EE | $1,688 | $8,237-79.5% | $7,906-78.7% | $6,396-73.6% |
| Admin fee / account holder | $314,400 | $14,976+1999.4% | $13,708+2193.6% | $12,562+2402.8% |