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 | $19,729 | $168,635-88.3% | $147,617-86.6% | $125,389-84.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.97% | 77.65%-82.6pp | 61.98%-67.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $5,523 | $6,252-11.7% | $5,564-0.8% | $4,866+13.5% |
| Participant deferral / active EE | $3,600 | $5,507-34.6% | $4,895-26.5% | $5,352-32.7% |
| Admin fee / account holder | $320 | $13,580-97.6% | $11,612-97.2% | $9,541-96.7% |