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 | $4,668 | $125,237-96.3% | $105,608-95.6% | $145,877-96.8% |
| Participation rate | 82.4% | 77.7%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | -237.95% | 225.76%-463.7pp | 116.50%-354.5pp | 551.28%-789.2pp |
| Employer contribution / active EE | $8,992 | $3,720+141.7% | $3,167+183.9% | $4,663+92.8% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,182 | $17,287-81.6% | $11,028-71.1% | $13,402-76.3% |