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 | $2,236 | $77,416-97.1% | $69,464-96.8% | $152,897-98.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | -25.73% | 39.08%-64.8pp | 28.98%-54.7pp | 345.43%-371.2pp |
| Employer contribution / active EE | $565 | $3,315-82.9% | $2,779-79.7% | $4,764-88.1% |
| Participant deferral / active EE | $950 | $4,413-78.5% | $3,536-73.1% | $5,851-83.8% |
| Admin fee / account holder | $439 | $6,208-92.9% | $3,840-88.6% | $11,599-96.2% |