Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,627 | $95,979-96.2% | $74,551-95.1% | $135,380-97.3% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | -16.08% | 56.97%-73.0pp | 32.53%-48.6pp | 519.81%-535.9pp |
| Employer contribution / active EE | $693 | $2,716-74.5% | $1,961-64.7% | $4,779-85.5% |
| Participant deferral / active EE | $4,542 | $3,844+18.2% | $3,108+46.1% | $5,609-19.0% |
| Admin fee / account holder | $2,545 | $6,522-61.0% | $5,059-49.7% | $10,828-76.5% |