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 | $90,822 | $88,702+2.4% | $81,780+11.1% | $145,978-37.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.39% | 1029.12%-1020.7pp | 776.27%-767.9pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,014 | $3,084-67.1% | $2,914-65.2% | $4,662-78.3% |
| Participant deferral / active EE | $338 | $4,645-92.7% | $4,321-92.2% | $6,690-95.0% |
| Admin fee / account holder | $732 | $8,414-91.3% | $7,384-90.1% | $13,400-94.5% |