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 | $17,195 | $82,630-79.2% | $64,105-73.2% | $125,389-86.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -6.03% | 1489.72%-1495.7pp | 791.24%-797.3pp | 282.24%-288.3pp |
| Employer contribution / active EE | $1,310 | $2,671-51.0% | $1,820-28.0% | $4,866-73.1% |
| Participant deferral / active EE | $1,450 | $3,608-59.8% | $2,822-48.6% | $5,352-72.9% |
| Admin fee / account holder | $1,055 | $6,382-83.5% | $4,499-76.6% | $9,541-88.9% |