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 | $82,882 | $184,000-55.0% | $162,185-48.9% | $152,909-45.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | -1.04% | 150.80%-151.8pp | 115.61%-116.6pp | 345.46%-346.5pp |
| Employer contribution / active EE | $3,441 | $6,370-46.0% | $5,613-38.7% | $4,764-27.8% |
| Participant deferral / active EE | $2,189 | $8,033-72.8% | $7,297-70.0% | $5,851-62.6% |
| Admin fee / account holder | $15,299 | $13,124+16.6% | $10,844+41.1% | $11,601+31.9% |