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 | $93,027 | $65,364+42.3% | $92,909+0.1% | $72,975+27.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 0.02% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $959 | $2,594-63.0% | $3,653-73.7% | $2,440-60.7% |
| Participant deferral / active EE | $853 | $3,128-72.7% | $4,238-79.9% | $3,608-76.4% |
| Admin fee / account holder | $13,052 | $4,251+207.0% | $5,795+125.2% | $5,124+154.7% |