Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,443 | $90,530-69.7% | $76,030-63.9% | $145,897-81.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.27% | 625.08%-616.8pp | 361.54%-353.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $10,449 | $3,319+214.8% | $2,688+288.8% | $4,663+124.1% |
| Participant deferral / active EE | $907 | $5,164-82.4% | $4,257-78.7% | $6,689-86.4% |
| Admin fee / account holder | $1,065 | $8,383-87.3% | $6,421-83.4% | $13,390-92.0% |