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 | $92,097 | $76,519+20.4% | $56,025+64.4% | $145,897-36.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -137.31% | 3017.03%-3154.3pp | 1712.69%-1850.0pp | 552.29%-689.6pp |
| Employer contribution / active EE | $153,282 | $1,383+10980.6% | $1,042+14616.1% | $4,663+3187.5% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,326 | $3,331+29.9% | $2,828+52.9% | $13,390-67.7% |