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 | $16,018 | $138,076-88.4% | $123,553-87.0% | $135,380-88.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -26.89% | 153.70%-180.6pp | 119.21%-146.1pp | 519.81%-546.7pp |
| Employer contribution / active EE | $7,088 | $5,152+37.6% | $4,628+53.2% | $4,779+48.3% |
| Participant deferral / active EE | $11,470 | $6,800+68.7% | $6,426+78.5% | $5,609+104.5% |
| Admin fee / account holder | $671 | $10,917-93.9% | $9,284-92.8% | $10,828-93.8% |