Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,545 | $93,117-97.3% | $77,096-96.7% | $134,532-98.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -25.32% | 62.67%-88.0pp | 42.35%-67.7pp | 418.27%-443.6pp |
| Employer contribution / active EE | $1,161 | $3,420-66.1% | $2,814-58.7% | $4,741-75.5% |
| Participant deferral / active EE | $1,279 | $5,241-75.6% | $4,429-71.1% | $6,401-80.0% |
| Admin fee / account holder | $410 | $6,948-94.1% | $5,428-92.4% | $11,429-96.4% |