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 | $64,473 | $100,911-36.1% | $90,440-28.7% | $158,966-59.4% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | -3.59% | 1726.62%-1730.2pp | 1294.38%-1298.0pp | 302.95%-306.5pp |
| Employer contribution / active EE | $3,982 | $3,690+7.9% | $3,263+22.0% | $4,762-16.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,926 | $6,507+37.2% | $5,615+59.0% | $11,250-20.7% |