Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,656 | $202,342-87.8% | $172,753-85.7% | $152,909-83.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -99.23% | 1029.88%-1129.1pp | 803.00%-902.2pp | 345.46%-444.7pp |
| Employer contribution / active EE | $18,323 | $5,857+212.8% | $5,144+256.2% | $4,764+284.6% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,851+8.2% |
| Admin fee / account holder | $1,510 | $17,112-91.2% | $13,956-89.2% | $11,601-87.0% |