Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,065 | $166,268-95.8% | $165,100-95.7% | $145,897-95.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.08% | 100.52%-93.4pp | 70.21%-63.1pp | 552.29%-545.2pp |
| Employer contribution / active EE | $2,169 | $5,284-59.0% | $4,348-50.1% | $4,663-53.5% |
| Participant deferral / active EE | $16,073 | $6,964+130.8% | $6,035+166.3% | $6,689+140.3% |
| Admin fee / account holder | $75,955 | $16,659+355.9% | $12,696+498.3% | $13,390+467.2% |