Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,982 | $73,839-90.5% | $143,788-95.1% | $68,495-89.8% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -25.22% | 1.01%-26.2pp | -0.03%-25.2pp | -7.84%-17.4pp |
| Employer contribution / active EE | $1,455 | $3,184-54.3% | $4,952-70.6% | $2,596-43.9% |
| Participant deferral / active EE | $2,034 | $3,384-39.9% | $5,638-63.9% | $4,028-49.5% |
| Admin fee / account holder | $510 | $5,755-91.1% | $14,675-96.5% | $5,403-90.6% |