Sign up free to preview peer percentile detail
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 | $6,640 | $78,520-91.5% | $96,576-93.1% | $82,448-91.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -81.62% | 41.30%-122.9pp | 38.47%-120.1pp | 41.64%-123.3pp |
| Employer contribution / active EE | $2,559 | $2,630-2.7% | $3,553-28.0% | $2,551+0.3% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,559 | $13,455-81.0% | $11,381-77.5% | $7,234-64.6% |