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 | $51,468 | $29,319+75.5% | $52,425-1.8% | $82,448-37.6% |
| Participation rate | 98.1% | 46.9%+51.2pp | 55.6%+42.5pp | 68.1%+30.0pp |
| Annual return | 4.30% | 535.20%-530.9pp | 302.12%-297.8pp | 41.64%-37.3pp |
| Employer contribution / active EE | $5,558 | $586+847.7% | $914+507.9% | $2,551+117.9% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,084 | $1,962-44.7% | $2,495-56.5% | $7,234-85.0% |