Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,832 | $129,959-90.1% | $104,301-87.7% | $134,532-90.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.48% | 42.04%-62.5pp | 24.61%-45.1pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,348 | $4,185-43.9% | $3,373-30.4% | $4,741-50.5% |
| Participant deferral / active EE | $5,140 | $5,589-8.0% | $4,626+11.1% | $6,401-19.7% |
| Admin fee / account holder | $9,871 | $9,325+5.9% | $7,340+34.5% | $11,429-13.6% |