Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,682 | $201,372-84.3% | $184,260-82.8% | $145,884-78.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.10% | 29.04%-20.9pp | 28.84%-20.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,187 | $7,024-68.9% | $6,427-66.0% | $4,662-53.1% |
| Participant deferral / active EE | $2,775 | $9,808-71.7% | $9,133-69.6% | $6,690-58.5% |
| Admin fee / account holder | $26,805 | $16,362+63.8% | $13,898+92.9% | $13,392+100.2% |