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 | $32,436 | $183,539-82.3% | $155,556-79.1% | $145,897-77.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.63% | 61.31%-52.7pp | 64.84%-56.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $2,520 | $5,315-52.6% | $4,675-46.1% | $4,663-46.0% |
| Participant deferral / active EE | $640 | $6,467-90.1% | $5,631-88.6% | $6,689-90.4% |
| Admin fee / account holder | $8,501 | $19,275-55.9% | $15,885-46.5% | $13,390-36.5% |