Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,691 | $162,136-83.5% | $152,301-82.5% | $154,746-82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.49% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,796 | $4,890-63.3% | $4,624-61.2% | $4,379-59.0% |
| Participant deferral / active EE | $1,900 | $8,341-77.2% | $8,004-76.3% | $6,730-71.8% |
| Admin fee / account holder | $26,314 | $15,759+67.0% | $14,398+82.8% | $14,365+83.2% |