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 | $88,597 | $138,114-35.9% | $125,391-29.3% | $134,545-34.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.55% | 750.88%-772.4pp | 572.41%-594.0pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,211 | $5,246-76.9% | $4,816-74.9% | $4,742-74.5% |
| Participant deferral / active EE | $1,614 | $7,801-79.3% | $7,448-78.3% | $6,401-74.8% |
| Admin fee / account holder | $503 | $11,570-95.7% | $10,009-95.0% | $11,431-95.6% |