Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $88 | $169,237-99.9% | $129,339-99.9% | $145,978-99.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -126.85% | 14364.43%-14491.3pp | 9437.05%-9563.9pp | 550.52%-677.4pp |
| Employer contribution / active EE | $2,880 | $5,540-48.0% | $4,154-30.7% | $4,662-38.2% |
| Participant deferral / active EE | $900 | $4,991-82.0% | $4,170-78.4% | $6,690-86.5% |
| Admin fee / account holder | $6,731 | $9,882-31.9% | $7,668-12.2% | $13,400-49.8% |