Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,066 | $209,425-73.2% | $178,499-68.6% | $158,966-64.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.88% | 188.80%-192.7pp | 151.10%-155.0pp | 302.95%-306.8pp |
| Employer contribution / active EE | $1,806 | $5,707-68.4% | $5,011-64.0% | $4,762-62.1% |
| Participant deferral / active EE | $1,592 | $5,955-73.3% | $5,202-69.4% | $5,983-73.4% |
| Admin fee / account holder | $5,272 | $17,078-69.1% | $13,986-62.3% | $11,250-53.1% |