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 | $14,133 | $82,674-82.9% | $125,363-88.7% | $68,495-79.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -20.11% | -5.97%-14.1pp | 572.15%-592.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,969 | $3,382-12.2% | $4,815-38.3% | $2,596+14.4% |
| Participant deferral / active EE | $6,814 | $6,111+11.5% | $7,447-8.5% | $4,028+69.2% |
| Admin fee / account holder | $2,093 | $6,276-66.6% | $10,005-79.1% | $5,403-61.3% |