Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,088 | $69,708-76.9% | $67,560-76.2% | $74,478-78.4% |
| Participation rate | 70.4% | 71.4%-1.0pp | 72.9%-2.5pp | 67.2%+3.2pp |
| Annual return | 11.23% | -40.67%+51.9pp | 3533.50%-3522.3pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,251 | $2,715-53.9% | $2,737-54.3% | $2,626-52.4% |
| Participant deferral / active EE | $1,502 | $3,637-58.7% | $4,004-62.5% | $4,350-65.5% |
| Admin fee / account holder | $1,963 | $887+121.3% | $3,994-50.8% | $1,946+0.9% |