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 | $4,358 | $88,603-95.1% | $69,890-93.8% | $134,545-96.8% |
| Participation rate | 70.0% | 74.9%-4.9pp | 70.5%-0.5pp | 81.2%-11.2pp |
| Annual return | -54.37% | 442.93%-497.3pp | 190.84%-245.2pp | 418.37%-472.7pp |
| Employer contribution / active EE | $1,437 | $3,236-55.6% | $2,560-43.9% | $4,742-69.7% |
| Participant deferral / active EE | $2,037 | $4,771-57.3% | $3,848-47.1% | $6,401-68.2% |
| Admin fee / account holder | $311 | $10,443-97.0% | $6,267-95.0% | $11,431-97.3% |