Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,432 | $54,370-91.8% | $82,763-94.6% | $68,490-93.5% |
| Participation rate | 87.2% | 63.9%+23.3pp | 72.6%+14.7pp | 67.9%+19.3pp |
| Annual return | -23.46% | -13.67%-9.8pp | 702.45%-725.9pp | -7.85%-15.6pp |
| Employer contribution / active EE | $619 | $2,219-72.1% | $3,008-79.4% | $2,597-76.2% |
| Participant deferral / active EE | $996 | $3,247-69.3% | $4,395-77.3% | $4,028-75.3% |
| Admin fee / account holder | $1,229 | $4,398-72.1% | $5,325-76.9% | $5,403-77.3% |