Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,706 | $77,164-47.2% | $178,014-77.1% | $80,874-49.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | -62.44% | 18.09%-80.5pp | 294.80%-357.2pp | 35.62%-98.1pp |
| Employer contribution / active EE | $20,848 | $2,288+811.4% | $3,950+427.8% | $2,756+656.6% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,276-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,454 | $7,164-65.7% | $10,362-76.3% | $6,935-64.6% |