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 | $36,449 | $217,432-83.2% | $185,851-80.4% | $167,553-78.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.39% | 148.43%-143.0pp | 122.11%-116.7pp | 478.89%-473.5pp |
| Employer contribution / active EE | $1,329 | $5,874-77.4% | $5,168-74.3% | $4,840-72.5% |
| Participant deferral / active EE | $130 | $6,357-98.0% | $5,569-97.7% | $6,343-98.0% |
| Admin fee / account holder | $19,863 | $19,820+0.2% | $16,245+22.3% | $12,316+61.3% |