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 | $184,212 | $123,793+48.8% | $177,827+3.6% | $79,858+130.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 6.02% | 22.82%-16.8pp | 48.32%-42.3pp | 31.72%-25.7pp |
| Employer contribution / active EE | $12,578 | $4,095+207.1% | $5,918+112.5% | $2,471+409.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,744 | $7,243-20.7% | $12,429-53.8% | $5,306+8.2% |