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 | $4,730 | $106,549-95.6% | $91,225-94.8% | $134,509-96.5% |
| Participation rate | 95.0% | 76.8%+18.2pp | 73.2%+21.8pp | 81.2%+13.8pp |
| Annual return | -92.54% | 160.73%-253.3pp | 114.10%-206.6pp | 418.13%-510.7pp |
| Employer contribution / active EE | $2,082 | $3,331-37.5% | $2,851-27.0% | $4,741-56.1% |
| Participant deferral / active EE | $4,054 | $4,719-14.1% | $4,234-4.2% | $6,400-36.7% |
| Admin fee / account holder | $433 | $6,234-93.1% | $5,422-92.0% | $11,427-96.2% |