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 | $5,916 | $97,732-93.9% | $83,831-92.9% | $135,380-95.6% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -14.09% | 1287.56%-1301.6pp | 850.99%-865.1pp | 519.81%-533.9pp |
| Employer contribution / active EE | $792 | $4,222-81.2% | $3,631-78.2% | $4,779-83.4% |
| Participant deferral / active EE | $1,238 | $4,683-73.6% | $4,082-69.7% | $5,609-77.9% |
| Admin fee / account holder | $732 | $6,675-89.0% | $5,479-86.6% | $10,828-93.2% |