Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,406 | $64,719-90.1% | $112,249-94.3% | $68,486-90.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -24.69% | -11.40%-13.3pp | 27.48%-52.2pp | -7.85%-16.8pp |
| Employer contribution / active EE | $1,451 | $2,747-47.2% | $3,636-60.1% | $2,597-44.1% |
| Participant deferral / active EE | $4,181 | $3,565+17.3% | $4,729-11.6% | $4,028+3.8% |
| Admin fee / account holder | $358 | $5,232-93.1% | $6,412-94.4% | $5,404-93.4% |