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 | $81,040 | $65,704+23.3% | $94,229-14.0% | $59,633+35.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -4.60% | 5.22%-9.8pp | 10.68%-15.3pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $4,000 | $2,021+98.0% | $3,587+11.5% | $2,203+81.6% |
| Participant deferral / active EE | $1,210 | $3,143-61.5% | $4,320-72.0% | $3,192-62.1% |
| Admin fee / account holder | $6,654 | $4,265+56.0% | $6,269+6.1% | $4,297+54.8% |