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 | $6,535 | $112,300-94.2% | $90,223-92.8% | $125,389-94.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -6.61% | -0.57%-6.0pp | 1.31%-7.9pp | 282.24%-288.9pp |
| Employer contribution / active EE | $2,838 | $5,181-45.2% | $4,378-35.2% | $4,866-41.7% |
| Participant deferral / active EE | $6,649 | $6,733-1.2% | $5,792+14.8% | $5,352+24.2% |
| Admin fee / account holder | $1,684 | $10,990-84.7% | $7,406-77.3% | $9,541-82.3% |