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 | $102,801 | $169,356-39.3% | $129,406-20.6% | $145,897-29.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -2.91% | 14418.62%-14421.5pp | 9468.18%-9471.1pp | 552.29%-555.2pp |
| Employer contribution / active EE | $44,500 | $5,542+703.0% | $4,155+970.9% | $4,663+854.4% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,135 | $9,915+163.6% | $7,689+239.9% | $13,390+95.2% |