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 | $94,162 | $114,093-17.5% | $96,171-2.1% | $167,536-43.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 3.06% | 190.00%-186.9pp | 192.04%-189.0pp | 478.82%-475.8pp |
| Employer contribution / active EE | $698 | $3,429-79.6% | $2,799-75.1% | $4,839-85.6% |
| Participant deferral / active EE | $528 | $5,197-89.8% | $4,350-87.9% | $6,342-91.7% |
| Admin fee / account holder | $31,716 | $6,899+359.7% | $5,538+472.7% | $12,315+157.5% |