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 | $90,229 | $106,923-15.6% | $84,023+7.4% | $152,909-41.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 7.72% | 105.02%-97.3pp | 71.32%-63.6pp | 345.46%-337.7pp |
| Employer contribution / active EE | $20,159 | $2,735+637.0% | $1,984+916.1% | $4,764+323.2% |
| Participant deferral / active EE | $782 | $4,013-80.5% | $3,239-75.9% | $5,851-86.6% |
| Admin fee / account holder | $10,386 | $8,289+25.3% | $6,102+70.2% | $11,601-10.5% |