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 | $108,957 | $72,273+50.8% | $101,275+7.6% | $79,856+36.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.89% | 22.30%-31.2pp | 46.48%-55.4pp | 31.71%-40.6pp |
| Employer contribution / active EE | $10,017 | $2,691+272.2% | $3,660+173.7% | $2,471+305.3% |
| Participant deferral / active EE | $618 | $3,282-81.2% | $4,371-85.9% | $3,741-83.5% |
| Admin fee / account holder | $1,083 | $4,401-75.4% | $5,948-81.8% | $5,306-79.6% |