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 | $106,809 | $138,076-22.6% | $123,553-13.6% | $135,380-21.1% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -9.22% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $14,260 | $5,152+176.8% | $4,628+208.1% | $4,779+198.4% |
| Participant deferral / active EE | $2,107 | $6,800-69.0% | $6,426-67.2% | $5,609-62.4% |
| Admin fee / account holder | $1,955 | $10,917-82.1% | $9,284-78.9% | $10,828-81.9% |