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 | $82,808 | $135,956-39.1% | $123,894-33.2% | $273,972-69.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 1.63% | 56.63%-55.0pp | 47.52%-45.9pp | 41.46%-39.8pp |
| Employer contribution / active EE | $13,738 | $5,170+165.7% | $4,617+197.6% | $4,869+182.2% |
| Participant deferral / active EE | $1,671 | $6,343-73.7% | $5,984-72.1% | $5,287-68.4% |
| Admin fee / account holder | $343,905 | $9,817+3403.0% | $8,357+4015.1% | $10,133+3294.0% |