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 | $20,683 | $183,516-88.7% | $155,534-86.7% | $145,884-85.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.79% | 61.43%-53.6pp | 64.92%-57.1pp | 551.85%-544.1pp |
| Employer contribution / active EE | $1,050 | $5,315-80.2% | $4,675-77.5% | $4,662-77.5% |
| Participant deferral / active EE | $350 | $6,467-94.6% | $5,630-93.8% | $6,690-94.8% |
| Admin fee / account holder | $11,135 | $19,293-42.3% | $15,900-30.0% | $13,392-16.9% |