Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,375 | $142,361-95.5% | $119,608-94.7% | $134,509-95.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.99% | -12.46%-13.5pp | -14.98%-11.0pp | 418.13%-444.1pp |
| Employer contribution / active EE | $1,493 | $5,224-71.4% | $4,232-64.7% | $4,741-68.5% |
| Participant deferral / active EE | $3,385 | $6,468-47.7% | $5,601-39.6% | $6,400-47.1% |
| Admin fee / account holder | $1,543 | $13,588-88.6% | $10,326-85.1% | $11,427-86.5% |