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 | $86,704 | $88,672-2.2% | $105,223-17.6% | $82,448+5.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.12% | 30.86%-20.7pp | 180.65%-170.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $20,677 | $3,048+578.4% | $3,689+460.6% | $2,551+710.5% |
| Participant deferral / active EE | $378 | $4,036-90.6% | $5,072-92.5% | $4,139-90.9% |
| Admin fee / account holder | $20,598 | $7,146+188.2% | $8,859+132.5% | $7,234+184.7% |