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 | $95,986 | $30,732+212.3% | $59,496+61.3% | $59,633+61.0% |
| Participation rate | 100.0% | 43.2%+56.8pp | 54.6%+45.4pp | 68.7%+31.3pp |
| Annual return | -3.50% | 4.47%-8.0pp | 182.05%-185.5pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $938 | $631+48.6% | $1,153-18.7% | $2,203-57.4% |
| Participant deferral / active EE | $0 | $1,183-100.0% | $1,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,097 | $2,136-1.8% | $2,232-6.1% | $4,297-51.2% |