Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,905 | $138,102-90.7% | $125,381-89.7% | $134,532-90.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.72% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $7,635 | $5,245+45.5% | $4,815+58.6% | $4,741+61.0% |
| Participant deferral / active EE | $5,086 | $7,801-34.8% | $7,448-31.7% | $6,401-20.5% |
| Admin fee / account holder | $1,778 | $11,568-84.6% | $10,007-82.2% | $11,429-84.4% |