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 | $99,256 | $148,623-33.2% | $135,974-27.0% | $139,466-28.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.59% | 79.30%-68.7pp | 68.30%-57.7pp | 373.66%-363.1pp |
| Employer contribution / active EE | $2,827 | $5,246-46.1% | $4,859-41.8% | $4,754-40.5% |
| Participant deferral / active EE | $1,725 | $8,103-78.7% | $7,760-77.8% | $6,712-74.3% |
| Admin fee / account holder | $33,333 | $12,406+168.7% | $10,767+209.6% | $11,409+192.2% |