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 | $96,366 | $140,578-31.4% | $100,671-4.3% | $125,389-23.1% |
| Participation rate | 94.1% | 80.4%+13.7pp | 70.7%+23.4pp | 83.2%+10.9pp |
| Annual return | -31.96% | 24.67%-56.6pp | 20.43%-52.4pp | 282.24%-314.2pp |
| Employer contribution / active EE | $1,704 | $5,965-71.4% | $4,012-57.5% | $4,866-65.0% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,004 | $6,716-10.6% | $4,850+23.8% | $9,541-37.1% |