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 | $7,992 | $75,962-89.5% | $154,108-94.8% | $64,173-87.5% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -11.46% | 30.32%-41.8pp | 735.21%-746.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $767 | $3,350-77.1% | $5,298-85.5% | $2,381-67.8% |
| Participant deferral / active EE | $2,250 | $3,175-29.1% | $5,081-55.7% | $3,470-35.1% |
| Admin fee / account holder | $478 | $5,589-91.5% | $13,411-96.4% | $4,887-90.2% |