Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $49,618 | $102,429-51.6% | $147,096-66.3% | $80,925-38.7% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | -26.60% | 135.02%-161.6pp | 419.75%-446.4pp | 35.65%-62.3pp |
| Employer contribution / active EE | $9,762 | $3,716+162.7% | $4,936+97.8% | $2,756+254.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,278 | $7,957-33.7% | $13,005-59.4% | $6,940-24.0% |