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 | $676 | $58,234-98.8% | $81,783-99.2% | $80,874-99.2% |
| Participation rate | 87.8% | 63.4%+24.4pp | 72.4%+15.5pp | 67.6%+20.2pp |
| Annual return | -166.08% | 41.70%-207.8pp | 775.05%-941.1pp | 35.62%-201.7pp |
| Employer contribution / active EE | $3,028 | $2,341+29.3% | $2,913+4.0% | $2,756+9.9% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,750 | $4,982-64.9% | $7,380-76.3% | $6,935-74.8% |