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 | $31,819 | $223,823-85.8% | $211,142-84.9% | $154,746-79.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.96% | 50.39%-40.4pp | 46.84%-36.9pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,266 | $6,787-66.6% | $6,442-64.8% | $4,379-48.3% |
| Participant deferral / active EE | $228 | $9,750-97.7% | $9,284-97.5% | $6,730-96.6% |
| Admin fee / account holder | $604 | $19,707-96.9% | $19,076-96.8% | $14,365-95.8% |