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 | $131,397 | $182,442-28.0% | $163,379-19.6% | $138,895-5.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | -10.20% | 72.74%-82.9pp | 63.41%-73.6pp | 145.39%-155.6pp |
| Employer contribution / active EE | $6,430 | $4,159+54.6% | $3,752+71.4% | $4,194+53.3% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $47,079 | $10,396+352.9% | $9,818+379.5% | $12,562+274.8% |