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 | $23,563 | $165,381-85.8% | $149,730-84.3% | $158,966-85.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.58% | 348.29%-346.7pp | 276.70%-275.1pp | 302.95%-301.4pp |
| Employer contribution / active EE | $1,217 | $5,104-76.2% | $4,645-73.8% | $4,762-74.5% |
| Participant deferral / active EE | $1,013 | $7,182-85.9% | $6,843-85.2% | $5,983-83.1% |
| Admin fee / account holder | $24,624 | $10,809+127.8% | $9,310+164.5% | $11,250+118.9% |