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.
Employer 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 | $63,723 | $202,342-68.5% | $172,753-63.1% | $152,909-58.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.17% | 1029.88%-1020.7pp | 803.00%-793.8pp | 345.46%-336.3pp |
| Employer contribution / active EE | $1,080 | $5,857-81.6% | $5,144-79.0% | $4,764-77.3% |
| Participant deferral / active EE | $13,230 | $5,948+122.4% | $5,198+154.5% | $5,851+126.1% |
| Admin fee / account holder | $3,075 | $17,112-82.0% | $13,956-78.0% | $11,601-73.5% |