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 | $19,269 | $99,647-80.7% | $86,439-77.7% | $134,509-85.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -23.23% | 6784.13%-6807.4pp | 4395.55%-4418.8pp | 418.13%-441.4pp |
| Employer contribution / active EE | $1,957 | $4,401-55.5% | $3,769-48.1% | $4,741-58.7% |
| Participant deferral / active EE | $1,510 | $7,246-79.2% | $6,952-78.3% | $6,400-76.4% |
| Admin fee / account holder | $4,282 | $8,373-48.9% | $6,732-36.4% | $11,427-62.5% |