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 | $11,033 | $68,996-84.0% | $159,991-93.1% | $68,495-83.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -26.11% | -9.65%-16.5pp | 408.82%-434.9pp | -7.84%-18.3pp |
| Employer contribution / active EE | $2,202 | $2,212-0.5% | $4,225-47.9% | $2,596-15.2% |
| Participant deferral / active EE | $4,360 | $4,211+3.5% | $6,183-29.5% | $4,028+8.3% |
| Admin fee / account holder | $3,722 | $4,797-22.4% | $8,715-57.3% | $5,403-31.1% |