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 | $46,825 | $88,702-47.2% | $81,780-42.7% | $145,978-67.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.62% | 1029.12%-1021.5pp | 776.27%-768.6pp | 550.52%-542.9pp |
| Employer contribution / active EE | $9,082 | $3,084+194.4% | $2,914+211.7% | $4,662+94.8% |
| Participant deferral / active EE | $301 | $4,645-93.5% | $4,321-93.0% | $6,690-95.5% |
| Admin fee / account holder | $30,000 | $8,414+256.5% | $7,384+306.3% | $13,400+123.9% |