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 | $70,223 | $202,342-65.3% | $172,753-59.4% | $152,909-54.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -19.47% | 1029.88%-1049.3pp | 803.00%-822.5pp | 345.46%-364.9pp |
| Employer contribution / active EE | $4,944 | $5,857-15.6% | $5,144-3.9% | $4,764+3.8% |
| Participant deferral / active EE | $2,028 | $5,948-65.9% | $5,198-61.0% | $5,851-65.3% |
| Admin fee / account holder | $301 | $17,112-98.2% | $13,956-97.8% | $11,601-97.4% |