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 | $76,775 | $185,905-58.7% | $170,057-54.9% | $139,487-45.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 6.10% | 60.56%-54.5pp | 53.42%-47.3pp | 373.84%-367.7pp |
| Employer contribution / active EE | $2,123 | $7,597-72.1% | $6,790-68.7% | $4,755-55.3% |
| Participant deferral / active EE | $1,194 | $11,627-89.7% | $10,411-88.5% | $6,713-82.2% |
| Admin fee / account holder | $18,727 | $15,397+21.6% | $12,826+46.0% | $11,407+64.2% |