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 | $10,070 | $180,459-94.4% | $154,108-93.5% | $135,380-92.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.17% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,546 | $6,035-74.4% | $5,298-70.8% | $4,779-67.7% |
| Participant deferral / active EE | $2,124 | $5,806-63.4% | $5,081-58.2% | $5,609-62.1% |
| Admin fee / account holder | $1,149 | $16,145-92.9% | $13,411-91.4% | $10,828-89.4% |