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 | $37,496 | $76,634-51.1% | $56,054-33.1% | $145,978-74.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 4.17% | 3004.33%-3000.2pp | 1705.95%-1701.8pp | 550.52%-546.3pp |
| Employer contribution / active EE | $875 | $1,380-36.6% | $1,039-15.8% | $4,662-81.2% |
| Participant deferral / active EE | $88 | $2,622-96.6% | $1,952-95.5% | $6,690-98.7% |
| Admin fee / account holder | $3,239 | $3,321-2.5% | $2,822+14.8% | $13,400-75.8% |