Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,215 | $117,694-94.7% | $71,755-91.3% | $134,532-95.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -21.71% | 25.33%-47.0pp | 9.09%-30.8pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,433 | $2,523+36.1% | $1,704+101.5% | $4,741-27.6% |
| Participant deferral / active EE | $1,138 | $3,753-69.7% | $2,656-57.1% | $6,401-82.2% |
| Admin fee / account holder | $2,174 | $6,374-65.9% | $3,972-45.3% | $11,429-81.0% |