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 | $6,409 | $82,674-92.2% | $125,363-94.9% | $68,495-90.6% |
| Participation rate | 87.2% | 75.0%+12.1pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -32.24% | -5.97%-26.3pp | 572.15%-604.4pp | -7.84%-24.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,604 | $6,111+24.4% | $7,447+2.1% | $4,028+88.8% |
| Admin fee / account holder | $375 | $6,276-94.0% | $10,005-96.2% | $5,403-93.1% |