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 | $34,499 | $166,242-79.2% | $165,071-79.1% | $145,884-76.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.62% | 100.44%-91.8pp | 70.17%-61.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,248 | $5,283-57.4% | $4,347-48.3% | $4,662-51.8% |
| Participant deferral / active EE | $1,906 | $6,964-72.6% | $6,035-68.4% | $6,690-71.5% |
| Admin fee / account holder | $3,746 | $16,658-77.5% | $12,695-70.5% | $13,392-72.0% |