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 | $79,102 | $171,867-54.0% | $149,721-47.2% | $147,586-46.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.73% | 2113.36%-2110.6pp | 1501.67%-1498.9pp | 578.59%-575.9pp |
| Employer contribution / active EE | $2,793 | $6,275-55.5% | $5,444-48.7% | $4,876-42.7% |
| Participant deferral / active EE | $1,349 | $7,270-81.4% | $6,568-79.5% | $5,439-75.2% |
| Admin fee / account holder | $12,669 | $13,799-8.2% | $11,282+12.3% | $10,886+16.4% |