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 | $71,632 | $97,289-26.4% | $92,805-22.8% | $155,188-53.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 9.93% | 29.03%-19.1pp | 31.59%-21.7pp | 148.84%-138.9pp |
| Employer contribution / active EE | $2,520 | $3,632-30.6% | $3,424-26.4% | $4,248-40.7% |
| Participant deferral / active EE | $2,520 | $8,795-71.3% | $8,448-70.2% | $6,531-61.4% |
| Admin fee / account holder | $487 | $12,015-95.9% | $10,911-95.5% | $14,480-96.6% |