Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,789 | $58,391-59.3% | $76,667-69.0% | $72,976-67.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -26.69% | 2306.65%-2333.3pp | 1166.74%-1193.4pp | 81.02%-107.7pp |
| Employer contribution / active EE | $3,269 | $1,787+83.0% | $2,303+42.0% | $2,440+34.0% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,541 | $4,014-61.6% | $6,423-76.0% | $5,124-69.9% |