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 | $79,985 | $180,459-55.7% | $154,108-48.1% | $135,380-40.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -46.16% | 888.21%-934.4pp | 735.21%-781.4pp | 519.81%-566.0pp |
| Employer contribution / active EE | $14,187 | $6,035+135.1% | $5,298+167.8% | $4,779+196.9% |
| Participant deferral / active EE | $1,212 | $5,806-79.1% | $5,081-76.1% | $5,609-78.4% |
| Admin fee / account holder | $481 | $16,145-97.0% | $13,411-96.4% | $10,828-95.6% |