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 | $24,658 | $166,131-85.2% | $164,975-85.1% | $145,877-83.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 8.44% | 100.37%-91.9pp | 70.12%-61.7pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,234 | $5,276-76.6% | $4,343-71.6% | $4,663-73.5% |
| Participant deferral / active EE | $1,718 | $6,962-75.3% | $6,033-71.5% | $6,691-74.3% |
| Admin fee / account holder | $9,361 | $16,648-43.8% | $12,688-26.2% | $13,402-30.2% |