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 | $38,305 | $196,972-80.6% | $182,262-79.0% | $198,609-80.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 2.99% | 158.27%-155.3pp | 140.60%-137.6pp | 202.70%-199.7pp |
| Employer contribution / active EE | $40,000 | $5,364+645.8% | $5,046+692.7% | $5,055+691.2% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $16,182 | $18,429-12.2% | $16,712-3.2% | $19,030-15.0% |