Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,152 | $142,392-86.5% | $119,622-84.0% | $134,532-85.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -21.02% | -12.46%-8.6pp | -14.98%-6.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,405 | $5,224-54.0% | $4,232-43.2% | $4,741-49.3% |
| Participant deferral / active EE | $6,478 | $6,467+0.2% | $5,601+15.7% | $6,401+1.2% |
| Admin fee / account holder | $8,645 | $13,593-36.4% | $10,328-16.3% | $11,429-24.4% |