Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $62,537 | $41,981+49.0% | $63,412-1.4% | $59,633+4.9% |
| Participation rate | 100.0% | 60.3%+39.7pp | 67.1%+32.9pp | 68.7%+31.3pp |
| Annual return | -35.48% | 13.04%-48.5pp | 4.04%-39.5pp | 2041.45%-2076.9pp |
| Employer contribution / active EE | $43,539 | $1,287+3281.9% | $1,814+2299.9% | $2,203+1876.7% |
| Participant deferral / active EE | $0 | $2,002-100.0% | $2,496-100.0% | $3,192-100.0% |
| Admin fee / account holder | $16,296 | $3,509+364.4% | $3,753+334.2% | $4,297+279.3% |