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 | $10,700 | $133,998-92.0% | $112,263-90.5% | $134,545-92.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.91% | 47.17%-69.1pp | 27.49%-49.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,614 | $4,040-60.1% | $3,636-55.6% | $4,742-66.0% |
| Participant deferral / active EE | $2,658 | $5,292-49.8% | $4,729-43.8% | $6,401-58.5% |
| Admin fee / account holder | $300 | $7,493-96.0% | $6,410-95.3% | $11,431-97.4% |