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 | $30,351 | $103,008-70.5% | $90,304-66.4% | $152,897-80.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.58% | 95.22%-91.6pp | 78.13%-74.5pp | 345.43%-341.8pp |
| Employer contribution / active EE | $4,557 | $3,139+45.1% | $2,855+59.6% | $4,764-4.3% |
| Participant deferral / active EE | $141 | $4,281-96.7% | $3,885-96.4% | $5,851-97.6% |
| Admin fee / account holder | $29,821 | $6,175+383.0% | $5,354+457.0% | $11,599+157.1% |