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 | $2,660 | $92,684-97.1% | $82,706-96.8% | $134,509-98.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -23.67% | 945.84%-969.5pp | 701.76%-725.4pp | 418.13%-441.8pp |
| Employer contribution / active EE | $1,359 | $3,272-58.5% | $3,007-54.8% | $4,741-71.3% |
| Participant deferral / active EE | $1,408 | $4,800-70.7% | $4,394-67.9% | $6,400-78.0% |
| Admin fee / account holder | $1,608 | $5,982-73.1% | $5,329-69.8% | $11,427-85.9% |