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 | $48,835 | $180,466-72.9% | $154,114-68.3% | $135,382-63.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -8.93% | 888.15%-897.1pp | 735.16%-744.1pp | 519.77%-528.7pp |
| Employer contribution / active EE | $1,308 | $6,035-78.3% | $5,298-75.3% | $4,779-72.6% |
| Participant deferral / active EE | $1,702 | $5,806-70.7% | $5,081-66.5% | $5,609-69.7% |
| Admin fee / account holder | $4,504 | $16,144-72.1% | $13,411-66.4% | $10,829-58.4% |