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 | $3,038 | $67,352-95.5% | $60,899-95.0% | $134,509-97.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -23.48% | 49.99%-73.5pp | 16.92%-40.4pp | 418.13%-441.6pp |
| Employer contribution / active EE | $1,284 | $3,098-58.6% | $2,702-52.5% | $4,741-72.9% |
| Participant deferral / active EE | $1,350 | $4,539-70.2% | $3,817-64.6% | $6,400-78.9% |
| Admin fee / account holder | $729 | $4,585-84.1% | $3,225-77.4% | $11,427-93.6% |