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 | $8,728 | $180,459-95.2% | $154,108-94.3% | $135,380-93.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.73% | 888.21%-902.9pp | 735.21%-749.9pp | 519.81%-534.5pp |
| Employer contribution / active EE | $3,018 | $6,035-50.0% | $5,298-43.0% | $4,779-36.9% |
| Participant deferral / active EE | $9,927 | $5,806+71.0% | $5,081+95.4% | $5,609+77.0% |
| Admin fee / account holder | $3,913 | $16,145-75.8% | $13,411-70.8% | $10,828-63.9% |