Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,721 | $197,819-91.0% | $155,789-88.6% | $125,389-85.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -3.62% | 86.73%-90.4pp | 71.54%-75.2pp | 282.24%-285.9pp |
| Employer contribution / active EE | $1,338 | $4,850-72.4% | $3,839-65.1% | $4,866-72.5% |
| Participant deferral / active EE | $1,338 | $5,631-76.2% | $4,798-72.1% | $5,352-75.0% |
| Admin fee / account holder | $703 | $9,544-92.6% | $7,477-90.6% | $9,541-92.6% |