Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $91,521 | $137,414-33.4% | $189,545-51.7% | $85,851+6.6% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | -2.43% | 38.14%-40.6pp | 555.36%-557.8pp | 318.63%-321.1pp |
| Employer contribution / active EE | $11,628 | $4,344+167.7% | $6,162+88.7% | $2,565+353.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,666 | $8,630-34.3% | $12,049-53.0% | $6,261-9.5% |