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 | $123,557 | $65,364+89.0% | $92,909+33.0% | $72,975+69.3% |
| Participation rate | 82.1% | 68.3%+13.8pp | 76.0%+6.1pp | 69.5%+12.7pp |
| Annual return | 2.66% | 42.11%-39.4pp | 109.44%-106.8pp | 81.01%-78.4pp |
| Employer contribution / active EE | $11,613 | $2,594+347.6% | $3,653+217.9% | $2,440+375.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $5,914 | $4,251+39.1% | $5,795+2.1% | $5,124+15.4% |