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 | $157,552 | $138,102+14.1% | $125,381+25.7% | $134,532+17.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -23.24% | 750.73%-774.0pp | 572.31%-595.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,380 | $5,245-73.7% | $4,815-71.3% | $4,741-70.9% |
| Participant deferral / active EE | $2,519 | $7,801-67.7% | $7,448-66.2% | $6,401-60.6% |
| Admin fee / account holder | $794 | $11,568-93.1% | $10,007-92.1% | $11,429-93.1% |