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 | $69,671 | $93,345-25.4% | $119,126-41.5% | $87,485-20.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 11.04% | 19.08%-8.0pp | 282.11%-271.1pp | 26.06%-15.0pp |
| Employer contribution / active EE | $8,228 | $3,172+159.4% | $4,034+104.0% | $2,596+216.9% |
| Participant deferral / active EE | $509 | $4,099-87.6% | $5,318-90.4% | $4,274-88.1% |
| Admin fee / account holder | $4,700 | $8,039-41.5% | $10,693-56.0% | $7,775-39.5% |