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 | $5,714 | $82,630-93.1% | $64,105-91.1% | $125,389-95.4% |
| Participation rate | 82.4% | 75.9%+6.5pp | 68.2%+14.2pp | 83.2%-0.8pp |
| Annual return | -7.78% | 1489.72%-1497.5pp | 791.24%-799.0pp | 282.24%-290.0pp |
| Employer contribution / active EE | $1,513 | $2,671-43.4% | $1,820-16.9% | $4,866-68.9% |
| Participant deferral / active EE | $2,548 | $3,608-29.4% | $2,822-9.7% | $5,352-52.4% |
| Admin fee / account holder | $596 | $6,382-90.7% | $4,499-86.7% | $9,541-93.7% |