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 | $8,911 | $72,177-87.7% | $115,037-92.3% | $59,633-85.1% |
| Participation rate | 74.0% | 72.6%+1.4pp | 81.4%-7.4pp | 68.7%+5.3pp |
| Annual return | -94.76% | 12.02%-106.8pp | 26.14%-120.9pp | 2041.40%-2136.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $6,370 | $4,783+33.2% | $6,026+5.7% | $3,192+99.6% |
| Admin fee / account holder | $1,624 | $4,927-67.0% | $8,175-80.1% | $4,297-62.2% |