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 | $4,035 | $114,712-96.5% | $173,730-97.7% | $87,485-95.4% |
| Participation rate | 96.3% | 73.0%+23.3pp | 79.6%+16.7pp | 68.9%+27.4pp |
| Annual return | -96.76% | 20.18%-116.9pp | 19.96%-116.7pp | 26.06%-122.8pp |
| Employer contribution / active EE | $3,984 | $2,904+37.2% | $4,577-13.0% | $2,596+53.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,326 | $10,210-77.2% | $17,523-86.7% | $7,775-70.1% |