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 | $124,673 | $185,312-32.7% | $161,489-22.8% | $154,746-19.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -0.06% | 103.84%-103.9pp | 89.72%-89.8pp | 172.34%-172.4pp |
| Employer contribution / active EE | $3,308 | $4,769-30.6% | $4,268-22.5% | $4,379-24.5% |
| Participant deferral / active EE | $17 | $6,350-99.7% | $5,630-99.7% | $6,730-99.8% |
| Admin fee / account holder | $20,690 | $18,654+10.9% | $16,006+29.3% | $14,365+44.0% |