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 | $99,991 | $106,749-6.3% | $145,433-31.2% | $82,448+21.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 1.08% | 27.59%-26.5pp | 66.58%-65.5pp | 41.64%-40.6pp |
| Employer contribution / active EE | $27,647 | $3,444+702.7% | $4,554+507.0% | $2,551+983.8% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,408 | $8,390-83.2% | $13,129-89.3% | $7,234-80.5% |