Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,383 | $167,352-92.6% | $143,788-91.4% | $134,509-90.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.15% | 0.47%-21.6pp | -0.03%-21.1pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,412 | $5,620-57.1% | $4,952-51.3% | $4,741-49.1% |
| Participant deferral / active EE | $6,908 | $6,447+7.2% | $5,638+22.5% | $6,400+7.9% |
| Admin fee / account holder | $405 | $18,091-97.8% | $14,675-97.2% | $11,427-96.5% |