Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,568 | $97,761-87.1% | $83,850-85.0% | $135,382-90.7% |
| Participation rate | 94.4% | 80.0%+14.5pp | 76.1%+18.3pp | 82.6%+11.8pp |
| Annual return | -11.24% | 1287.44%-1298.7pp | 850.92%-862.2pp | 519.77%-531.0pp |
| Employer contribution / active EE | $1,961 | $4,222-53.5% | $3,631-46.0% | $4,779-59.0% |
| Participant deferral / active EE | $3,687 | $4,682-21.3% | $4,082-9.7% | $5,609-34.3% |
| Admin fee / account holder | $1,334 | $6,674-80.0% | $5,478-75.7% | $10,829-87.7% |