Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,500 | $82,674-35.3% | $125,358-57.3% | $68,498-21.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -28.79% | -5.97%-22.8pp | 572.03%-600.8pp | -7.84%-20.9pp |
| Employer contribution / active EE | $6,301 | $3,381+86.3% | $4,814+30.9% | $2,596+142.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,885 | $6,276-70.0% | $10,007-81.2% | $5,403-65.1% |