Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,010 | $101,763-88.2% | $164,866-92.7% | $80,874-85.1% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.6%+28.5pp |
| Annual return | -100.24% | 16.73%-117.0pp | 69.97%-170.2pp | 35.62%-135.9pp |
| Employer contribution / active EE | $12,023 | $2,954+307.0% | $4,343+176.9% | $2,756+336.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,879 | $8,228-77.2% | $12,689-85.2% | $6,935-72.9% |