Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $243,338 | $93,098+161.4% | $77,081+215.7% | $134,509+80.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -54.64% | 62.63%-117.3pp | 42.33%-97.0pp | 418.13%-472.8pp |
| Employer contribution / active EE | $1,000 | $3,419-70.8% | $2,813-64.5% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,165 | $6,945-83.2% | $5,427-78.5% | $11,427-89.8% |