Sign up free to preview peer percentile detail
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 | $4,211 | $102,422-95.9% | $147,117-97.1% | $80,959-94.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | -186.77% | 135.16%-321.9pp | 420.54%-607.3pp | 35.67%-222.4pp |
| Employer contribution / active EE | $9,457 | $3,717+154.4% | $4,932+91.7% | $2,757+243.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,175 | $7,953-60.1% | $12,993-75.6% | $6,925-54.2% |