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 | $74,607 | $71,208+4.8% | $93,681-20.4% | $80,911-7.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.01% | 11.27%-3.3pp | 133.47%-125.5pp | 35.63%-27.6pp |
| Employer contribution / active EE | $8,733 | $1,564+458.2% | $2,422+260.5% | $2,756+216.9% |
| Participant deferral / active EE | $0 | $4,035-100.0% | $4,415-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,977 | $6,951-42.8% | $8,290-52.0% | $6,935-42.7% |