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 | $95,017 | $160,070-40.6% | $147,117-35.4% | $145,897-34.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.66% | 98.69%-91.0pp | 420.54%-412.9pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,900 | $5,285-64.0% | $4,932-61.5% | $4,663-59.3% |
| Participant deferral / active EE | $2,207 | $8,419-73.8% | $8,065-72.6% | $6,689-67.0% |
| Admin fee / account holder | $7,260 | $15,035-51.7% | $12,993-44.1% | $13,390-45.8% |