Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,619 | $82,674-82.3% | $125,381-88.3% | $68,486-78.7% |
| Participation rate | 84.8% | 75.1%+9.8pp | 82.4%+2.5pp | 67.9%+17.0pp |
| Annual return | -21.51% | -5.97%-15.5pp | 572.31%-593.8pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,810 | $3,382-46.5% | $4,815-62.4% | $2,597-30.3% |
| Participant deferral / active EE | $2,825 | $6,111-53.8% | $7,448-62.1% | $4,028-29.9% |
| Admin fee / account holder | $344 | $6,277-94.5% | $10,007-96.6% | $5,404-93.6% |