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 | $20,974 | $147,167-85.7% | $111,392-81.2% | $135,379-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -12.96% | -4.44%-8.5pp | -2.06%-10.9pp | 519.79%-532.7pp |
| Employer contribution / active EE | $3,187 | $5,204-38.8% | $4,328-26.4% | $4,779-33.3% |
| Participant deferral / active EE | $5,720 | $6,565-12.9% | $5,567+2.7% | $5,609+2.0% |
| Admin fee / account holder | $309 | $20,270-98.5% | $12,266-97.5% | $10,828-97.1% |