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 | $118,709 | $209,428-43.3% | $178,498-33.5% | $158,950-25.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.44% | 188.78%-190.2pp | 151.09%-152.5pp | 302.91%-304.4pp |
| Employer contribution / active EE | $7,359 | $5,707+28.9% | $5,011+46.9% | $4,762+54.5% |
| Participant deferral / active EE | $17 | $5,955-99.7% | $5,202-99.7% | $5,983-99.7% |
| Admin fee / account holder | $4,239 | $17,077-75.2% | $13,985-69.7% | $11,248-62.3% |