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 | $14,601 | $107,809-86.5% | $90,657-83.9% | $135,380-89.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -12.03% | -0.90%-11.1pp | 1.89%-13.9pp | 519.81%-531.8pp |
| Employer contribution / active EE | $2,394 | $3,018-20.7% | $2,532-5.4% | $4,779-49.9% |
| Participant deferral / active EE | $5,447 | $3,872+40.7% | $3,424+59.1% | $5,609-2.9% |
| Admin fee / account holder | $461 | $5,931-92.2% | $4,994-90.8% | $10,828-95.7% |