Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,022 | $82,314-93.9% | $68,808-92.7% | $134,532-96.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -23.19% | -2.18%-21.0pp | -6.37%-16.8pp | 418.27%-441.5pp |
| Employer contribution / active EE | $2,472 | $3,301-25.1% | $2,656-6.9% | $4,741-47.9% |
| Participant deferral / active EE | $2,472 | $4,740-47.8% | $3,942-37.3% | $6,401-61.4% |
| Admin fee / account holder | $657 | $6,484-89.9% | $4,936-86.7% | $11,429-94.3% |