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 | $41,405 | $109,905-62.3% | $98,506-58.0% | $167,553-75.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.96% | 1960.20%-1955.2pp | 1494.92%-1490.0pp | 478.89%-473.9pp |
| Employer contribution / active EE | $386 | $3,226-88.0% | $2,961-87.0% | $4,840-92.0% |
| Participant deferral / active EE | $537 | $4,674-88.5% | $4,277-87.5% | $6,343-91.5% |
| Admin fee / account holder | $481 | $6,760-92.9% | $5,955-91.9% | $12,316-96.1% |