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 | $1,410 | $79,961-98.2% | $98,462-98.6% | $75,177-98.1% |
| Participation rate | 96.2% | 70.4%+25.8pp | 75.2%+21.0pp | 67.2%+28.9pp |
| Annual return | -117.02% | 19.75%-136.8pp | 21.17%-138.2pp | 160.75%-277.8pp |
| Employer contribution / active EE | $6,937 | $2,264+206.4% | $3,049+127.5% | $2,671+159.7% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,255 | $6,842-67.1% | $8,875-74.6% | $5,651-60.1% |