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 | $61,709 | $64,517-4.4% | $81,438-24.2% | $80,874-23.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 4.94% | 16.35%-11.4pp | 24.74%-19.8pp | 35.62%-30.7pp |
| Employer contribution / active EE | $12,609 | $1,982+536.2% | $2,460+412.5% | $2,756+357.6% |
| Participant deferral / active EE | $708 | $3,096-77.1% | $3,883-81.8% | $4,297-83.5% |
| Admin fee / account holder | $594 | $5,677-89.5% | $5,764-89.7% | $6,935-91.4% |