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 | $16,591 | $124,425-86.7% | $112,040-85.2% | $137,256-87.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | -82.12% | 24.72%-106.8pp | 24.52%-106.6pp | 220.34%-302.5pp |
| Employer contribution / active EE | $3,946 | $3,411+15.7% | $2,954+33.6% | $4,156-5.0% |
| Participant deferral / active EE | $3,771 | $5,718-34.1% | $5,098-26.0% | $6,407-41.1% |
| Admin fee / account holder | $2,539 | $15,207-83.3% | $12,098-79.0% | $12,270-79.3% |