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 | $22,317 | $92,766-75.9% | $82,763-73.0% | $134,545-83.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -46.85% | 946.97%-993.8pp | 702.45%-749.3pp | 418.37%-465.2pp |
| Employer contribution / active EE | $2,886 | $3,273-11.8% | $3,008-4.1% | $4,742-39.1% |
| Participant deferral / active EE | $437 | $4,802-90.9% | $4,395-90.1% | $6,401-93.2% |
| Admin fee / account holder | $581 | $5,978-90.3% | $5,325-89.1% | $11,431-94.9% |