Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,153 | $67,411-74.6% | $91,004-81.2% | $70,126-75.5% |
| Participation rate | 92.9% | 71.4%+21.5pp | 75.6%+17.3pp | 69.5%+23.3pp |
| Annual return | -7.36% | -40.16%+32.8pp | 4.60%-12.0pp | 73.15%-80.5pp |
| Employer contribution / active EE | $1,271 | $1,786-28.8% | $2,456-48.2% | $2,343-45.7% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,368 | $4,236-67.7% | $5,417-74.7% | $4,645-70.5% |