Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,865 | $75,959-96.2% | $154,114-98.1% | $64,181-95.5% |
| Participation rate | 91.5% | 70.4%+21.1pp | 83.0%+8.5pp | 69.6%+22.0pp |
| Annual return | -43.71% | 30.32%-74.0pp | 735.16%-778.9pp | 7.63%-51.3pp |
| Employer contribution / active EE | $870 | $3,350-74.0% | $5,298-83.6% | $2,381-63.5% |
| Participant deferral / active EE | $2,482 | $3,175-21.8% | $5,081-51.1% | $3,470-28.5% |
| Admin fee / account holder | $407 | $5,589-92.7% | $13,411-97.0% | $4,887-91.7% |