Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,486 | $88,778-90.4% | $81,844-89.6% | $145,884-94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.12% | 1033.03%-1025.9pp | 778.87%-771.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $704 | $3,087-77.2% | $2,916-75.9% | $4,662-84.9% |
| Participant deferral / active EE | $125 | $4,648-97.3% | $4,323-97.1% | $6,690-98.1% |
| Admin fee / account holder | $3,289 | $8,430-61.0% | $7,355-55.3% | $13,392-75.4% |