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 | $1,422 | $27,924-94.9% | $58,544-97.6% | $75,181-98.1% |
| Participation rate | 90.7% | 38.8%+51.9pp | 50.9%+39.8pp | 67.2%+23.5pp |
| Annual return | 1.35% | 44.20%-42.9pp | 4249.56%-4248.2pp | 160.69%-159.3pp |
| Employer contribution / active EE | $458 | $669-31.6% | $1,053-56.5% | $2,671-82.9% |
| Participant deferral / active EE | $709 | $1,202-41.0% | $1,923-63.1% | $4,126-82.8% |
| Admin fee / account holder | $335 | $1,726-80.6% | $2,520-86.7% | $5,650-94.1% |