Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,816 | $138,102-96.5% | $125,381-96.2% | $134,532-96.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -85.83% | 750.73%-836.6pp | 572.31%-658.1pp | 418.27%-504.1pp |
| Employer contribution / active EE | $3,505 | $5,245-33.2% | $4,815-27.2% | $4,741-26.1% |
| Participant deferral / active EE | $4,352 | $7,801-44.2% | $7,448-41.6% | $6,401-32.0% |
| Admin fee / account holder | $5,994 | $11,568-48.2% | $10,007-40.1% | $11,429-47.6% |