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 | $86,730 | $176,688-50.9% | $130,660-33.6% | $152,885-43.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | -3.35% | 2693.08%-2696.4pp | 1709.29%-1712.6pp | 345.39%-348.7pp |
| Employer contribution / active EE | $2,547 | $5,743-55.6% | $4,092-37.8% | $4,763-46.5% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $839 | $7,131-88.2% | $5,463-84.6% | $11,598-92.8% |