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 | $8,636 | $167,353-94.8% | $143,797-94.0% | $134,545-93.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.2pp |
| Annual return | -20.29% | 0.48%-20.8pp | -0.04%-20.3pp | 418.37%-438.7pp |
| Employer contribution / active EE | $1,557 | $5,620-72.3% | $4,952-68.6% | $4,742-67.2% |
| Participant deferral / active EE | $4,517 | $6,447-29.9% | $5,638-19.9% | $6,401-29.4% |
| Admin fee / account holder | $339 | $18,096-98.1% | $14,679-97.7% | $11,431-97.0% |