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 | $15,521 | $152,619-89.8% | $125,195-87.6% | $152,909-89.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -0.09% | 54.85%-54.9pp | 43.79%-43.9pp | 345.46%-345.6pp |
| Employer contribution / active EE | $1,235 | $4,947-75.0% | $3,866-68.1% | $4,764-74.1% |
| Participant deferral / active EE | $4,200 | $5,869-28.4% | $4,937-14.9% | $5,851-28.2% |
| Admin fee / account holder | $461 | $13,437-96.6% | $9,704-95.3% | $11,601-96.0% |