Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,965 | $92,684-94.6% | $82,706-94.0% | $134,509-96.3% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -52.88% | 945.84%-998.7pp | 701.76%-754.6pp | 418.13%-471.0pp |
| Employer contribution / active EE | $1,163 | $3,272-64.5% | $3,007-61.3% | $4,741-75.5% |
| Participant deferral / active EE | $3,634 | $4,800-24.3% | $4,394-17.3% | $6,400-43.2% |
| Admin fee / account holder | $1,963 | $5,982-67.2% | $5,329-63.2% | $11,427-82.8% |