Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,003 | $73,978-98.6% | $96,515-99.0% | $75,173-98.7% |
| Participation rate | 98.3% | 66.4%+31.8pp | 74.3%+23.9pp | 67.2%+31.1pp |
| Annual return | -95.80% | 26.72%-122.5pp | 35.73%-131.5pp | 160.72%-256.5pp |
| Employer contribution / active EE | $963 | $2,931-67.1% | $3,740-74.3% | $2,671-64.0% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $354 | $5,219-93.2% | $6,735-94.7% | $5,651-93.7% |