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 | $96,426 | $103,393-6.7% | $87,103+10.7% | $152,909-36.9% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.9%+18.1pp | 82.5%+12.5pp |
| Annual return | 2.49% | 28.10%-25.6pp | 28.19%-25.7pp | 345.46%-343.0pp |
| Employer contribution / active EE | $8,479 | $3,221+163.2% | $2,521+236.3% | $4,764+78.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,306 | $12,195-89.3% | $7,491-82.6% | $11,601-88.7% |