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 | $63,016 | $117,846-46.5% | $102,434-38.5% | $145,884-56.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.27% | 31.90%-27.6pp | 29.46%-25.2pp | 551.85%-547.6pp |
| Employer contribution / active EE | $1,953 | $3,615-46.0% | $3,023-35.4% | $4,662-58.1% |
| Participant deferral / active EE | $341 | $5,733-94.1% | $5,055-93.3% | $6,690-94.9% |
| Admin fee / account holder | $2,095 | $13,356-84.3% | $9,462-77.9% | $13,392-84.4% |