Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,514 | $185,199-98.1% | $142,874-97.5% | $167,518-97.9% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -0.28% | 8556.90%-8557.2pp | 5638.58%-5638.9pp | 478.71%-479.0pp |
| Employer contribution / active EE | $549 | $5,606-90.2% | $4,145-86.7% | $4,838-88.6% |
| Participant deferral / active EE | $14,351 | $4,495+219.3% | $3,838+273.9% | $6,342+126.3% |
| Admin fee / account holder | $13,160 | $8,031+63.9% | $6,561+100.6% | $12,312+6.9% |