Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,229 | $160,059-84.2% | $140,019-82.0% | $135,380-81.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -20.37% | 911.48%-931.8pp | 651.17%-671.5pp | 519.81%-540.2pp |
| Employer contribution / active EE | $4,708 | $6,420-26.7% | $5,605-16.0% | $4,779-1.5% |
| Participant deferral / active EE | $10,628 | $7,641+39.1% | $6,927+53.4% | $5,609+89.5% |
| Admin fee / account holder | $781 | $13,328-94.1% | $10,705-92.7% | $10,828-92.8% |