Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,722 | $98,776-53.7% | $149,745-69.5% | $79,856-42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -20.20% | 27.38%-47.6pp | 276.72%-296.9pp | 31.71%-51.9pp |
| Employer contribution / active EE | $4,094 | $3,217+27.3% | $4,646-11.9% | $2,471+65.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,592 | $6,053-40.6% | $9,312-61.4% | $5,306-32.3% |