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 | $53,903 | $197,625-72.7% | $177,840-69.7% | $158,966-66.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 1.35% | 58.76%-57.4pp | 48.32%-47.0pp | 302.95%-301.6pp |
| Employer contribution / active EE | $1,913 | $6,698-71.4% | $5,919-67.7% | $4,762-59.8% |
| Participant deferral / active EE | $1,913 | $8,405-77.2% | $7,714-75.2% | $5,983-68.0% |
| Admin fee / account holder | $185,362 | $15,405+1103.3% | $12,431+1391.2% | $11,250+1547.7% |