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 | $92,970 | $211,288-56.0% | $178,540-47.9% | $145,884-36.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.13% | 30.27%-25.1pp | 27.15%-22.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $6,732 | $4,574+47.2% | $3,953+70.3% | $4,662+44.4% |
| Participant deferral / active EE | $950 | $6,967-86.4% | $6,281-84.9% | $6,690-85.8% |
| Admin fee / account holder | $675 | $12,105-94.4% | $10,424-93.5% | $13,392-95.0% |