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 | $14,861 | $100,938-85.3% | $90,461-83.6% | $158,982-90.7% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | -1.49% | 1727.20%-1728.7pp | 1294.76%-1296.3pp | 302.99%-304.5pp |
| Employer contribution / active EE | $2,213 | $3,691-40.1% | $3,264-32.2% | $4,763-53.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $873 | $6,510-86.6% | $5,617-84.4% | $11,252-92.2% |