Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,489 | $82,674-80.1% | $125,381-86.8% | $68,486-75.9% |
| Participation rate | 96.7% | 75.1%+21.7pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -21.52% | -5.97%-15.5pp | 572.31%-593.8pp | -7.85%-13.7pp |
| Employer contribution / active EE | $3,651 | $3,382+8.0% | $4,815-24.2% | $2,597+40.6% |
| Participant deferral / active EE | $5,033 | $6,111-17.6% | $7,448-32.4% | $4,028+25.0% |
| Admin fee / account holder | $608 | $6,277-90.3% | $10,007-93.9% | $5,404-88.7% |