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 | $30,449 | $184,014-83.5% | $161,149-81.1% | $138,895-78.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 2.99% | 21.52%-18.5pp | 21.16%-18.2pp | 145.39%-142.4pp |
| Employer contribution / active EE | $6,163 | $5,055+21.9% | $4,360+41.3% | $4,194+46.9% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $10,332 | $18,027-42.7% | $15,194-32.0% | $12,562-17.8% |