Sign up free to preview peer percentile detail
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 | $7,400 | $111,785-93.4% | $93,669-92.1% | $145,877-94.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -109.18% | 203.79%-313.0pp | 133.59%-242.8pp | 551.28%-660.5pp |
| Employer contribution / active EE | $9,882 | $3,096+219.2% | $2,424+307.7% | $4,663+111.9% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,216 | $10,256-78.4% | $8,291-73.3% | $13,402-83.5% |