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 | $61,363 | $176,077-65.1% | $159,455-61.5% | $167,518-63.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.56% | 331.83%-324.3pp | 263.63%-256.1pp | 478.71%-471.2pp |
| Employer contribution / active EE | $1,117 | $5,298-78.9% | $4,830-76.9% | $4,838-76.9% |
| Participant deferral / active EE | $2,234 | $7,751-71.2% | $7,353-69.6% | $6,342-64.8% |
| Admin fee / account holder | $9,369 | $12,556-25.4% | $10,800-13.3% | $12,312-23.9% |