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.
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 | $20,194 | $61,660-67.2% | $80,022-74.8% | $64,173-68.5% |
| Participation rate | 97.3% | 71.7%+25.6pp | 75.8%+21.4pp | 69.6%+27.7pp |
| Annual return | -79.69% | -0.33%-79.4pp | 11.22%-90.9pp | 7.63%-87.3pp |
| Employer contribution / active EE | $1,583 | $1,810-12.5% | $2,468-35.8% | $2,381-33.5% |
| Participant deferral / active EE | $1,485 | $2,968-50.0% | $3,686-59.7% | $3,470-57.2% |
| Admin fee / account holder | $447 | $5,417-91.7% | $6,521-93.1% | $4,887-90.9% |