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 | $24,580 | $160,028-84.6% | $147,080-83.3% | $145,884-83.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.81% | 98.60%-92.8pp | 420.17%-414.4pp | 551.85%-546.0pp |
| Employer contribution / active EE | $1,459 | $5,286-72.4% | $4,933-70.4% | $4,662-68.7% |
| Participant deferral / active EE | $2,328 | $8,422-72.4% | $8,066-71.1% | $6,690-65.2% |
| Admin fee / account holder | $5,817 | $15,030-61.3% | $12,989-55.2% | $13,392-56.6% |