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 | $52,908 | $68,398-22.6% | $94,664-44.1% | $75,173-29.6% |
| Participation rate | 90.4% | 76.1%+14.3pp | 80.8%+9.6pp | 67.2%+23.2pp |
| Annual return | -17.78% | 616.72%-634.5pp | 156.84%-174.6pp | 160.72%-178.5pp |
| Employer contribution / active EE | $10,769 | $2,701+298.7% | $3,673+193.2% | $2,671+303.2% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,657 | $5,324-68.9% | $7,222-77.1% | $5,651-70.7% |