Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $437 | $71,057-99.4% | $93,654-99.5% | $80,874-99.5% |
| Participation rate | 94.7% | 60.4%+34.3pp | 68.7%+26.0pp | 67.6%+27.1pp |
| Annual return | -153.23% | 11.26%-164.5pp | 133.34%-286.6pp | 35.62%-188.8pp |
| Employer contribution / active EE | $5,773 | $1,564+269.1% | $2,421+138.5% | $2,756+109.5% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,873 | $6,944-73.0% | $8,282-77.4% | $6,935-73.0% |