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 | $11,954 | $75,962-84.3% | $154,111-92.2% | $64,173-81.4% |
| Participation rate | 76.7% | 70.4%+6.3pp | 83.0%-6.3pp | 69.6%+7.1pp |
| Annual return | -11.62% | 30.32%-41.9pp | 735.18%-746.8pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,399 | $3,350-58.2% | $5,298-73.6% | $2,381-41.2% |
| Participant deferral / active EE | $2,764 | $3,175-12.9% | $5,081-45.6% | $3,470-20.3% |
| Admin fee / account holder | $968 | $5,589-82.7% | $13,411-92.8% | $4,887-80.2% |