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 | $8,928 | $105,866-91.6% | $90,766-90.2% | $134,545-93.4% |
| Participation rate | 80.0% | 78.3%+1.7pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -32.87% | -10.99%-21.9pp | -12.16%-20.7pp | 418.37%-451.2pp |
| Employer contribution / active EE | $2,057 | $3,464-40.6% | $2,922-29.6% | $4,742-56.6% |
| Participant deferral / active EE | $3,888 | $5,217-25.5% | $4,565-14.8% | $6,401-39.3% |
| Admin fee / account holder | $493 | $13,938-96.5% | $8,446-94.2% | $11,431-95.7% |