Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,137 | $166,089-96.9% | $164,928-96.9% | $145,978-96.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | -42.14% | 100.26%-142.4pp | 70.08%-112.2pp | 550.52%-592.7pp |
| Employer contribution / active EE | $2,051 | $5,276-61.1% | $4,343-52.8% | $4,662-56.0% |
| Participant deferral / active EE | $3,140 | $6,961-54.9% | $6,034-48.0% | $6,690-53.1% |
| Admin fee / account holder | $16,562 | $16,641-0.5% | $12,684+30.6% | $13,400+23.6% |