Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,530 | $82,674-89.7% | $125,381-93.2% | $68,486-87.5% |
| Participation rate | 82.4% | 75.1%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -24.08% | -5.97%-18.1pp | 572.31%-596.4pp | -7.85%-16.2pp |
| Employer contribution / active EE | $1,193 | $3,382-64.7% | $4,815-75.2% | $2,597-54.0% |
| Participant deferral / active EE | $2,894 | $6,111-52.6% | $7,448-61.1% | $4,028-28.1% |
| Admin fee / account holder | $815 | $6,277-87.0% | $10,007-91.9% | $5,404-84.9% |