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 | $6,088 | $93,117-93.5% | $77,096-92.1% | $134,532-95.5% |
| Participation rate | 92.9% | 74.5%+18.4pp | 67.9%+24.9pp | 81.2%+11.6pp |
| Annual return | -22.41% | 62.67%-85.1pp | 42.35%-64.8pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,242 | $3,420-34.5% | $2,814-20.3% | $4,741-52.7% |
| Participant deferral / active EE | $4,157 | $5,241-20.7% | $4,429-6.2% | $6,401-35.1% |
| Admin fee / account holder | $397 | $6,948-94.3% | $5,428-92.7% | $11,429-96.5% |