Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,713 | $160,070-82.7% | $147,117-81.2% | $145,897-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.56% | 98.69%-93.1pp | 420.54%-415.0pp | 552.29%-546.7pp |
| Employer contribution / active EE | $5,008 | $5,285-5.2% | $4,932+1.5% | $4,663+7.4% |
| Participant deferral / active EE | $2,313 | $8,419-72.5% | $8,065-71.3% | $6,689-65.4% |
| Admin fee / account holder | $17,317 | $15,035+15.2% | $12,993+33.3% | $13,390+29.3% |