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 | $56,197 | $99,053-43.3% | $88,179-36.3% | $138,895-59.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 0.60% | 78.17%-77.6pp | 64.97%-64.4pp | 145.39%-144.8pp |
| Employer contribution / active EE | $5,836 | $2,882+102.5% | $2,549+128.9% | $4,194+39.1% |
| Participant deferral / active EE | $241 | $5,225-95.4% | $4,614-94.8% | $6,396-96.2% |
| Admin fee / account holder | $2,076 | $8,748-76.3% | $7,673-72.9% | $12,562-83.5% |