Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,959 | $211,946-96.7% | $169,452-95.9% | $135,380-94.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -21.95% | 3.26%-25.2pp | 1.83%-23.8pp | 519.81%-541.8pp |
| Employer contribution / active EE | $1,436 | $5,117-71.9% | $4,157-65.4% | $4,779-69.9% |
| Participant deferral / active EE | $2,602 | $6,075-57.2% | $5,277-50.7% | $5,609-53.6% |
| Admin fee / account holder | $769 | $11,472-93.3% | $9,110-91.6% | $10,828-92.9% |