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 | $133,993 | $227,566-41.1% | $189,558-29.3% | $167,518-20.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 4.71% | 78.43%-73.7pp | 64.19%-59.5pp | 478.71%-474.0pp |
| Employer contribution / active EE | $2,500 | $5,316-53.0% | $4,412-43.3% | $4,838-48.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,228 | $11,881-30.7% | $9,809-16.1% | $12,312-33.2% |