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 | $25,238 | $102,393-75.4% | $147,041-82.8% | $80,911-68.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -33.46% | 134.95%-168.4pp | 419.21%-452.7pp | 35.63%-69.1pp |
| Employer contribution / active EE | $3,265 | $3,715-12.1% | $4,935-33.8% | $2,756+18.5% |
| Participant deferral / active EE | $841 | $6,647-87.4% | $8,071-89.6% | $4,297-80.4% |
| Admin fee / account holder | $1,597 | $7,943-79.9% | $13,006-87.7% | $6,935-77.0% |