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 | $2,498 | $121,701-97.9% | $104,639-97.6% | $158,982-98.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -4.60% | 465.72%-470.3pp | 340.67%-345.3pp | 302.99%-307.6pp |
| Employer contribution / active EE | $1,075 | $3,165-66.0% | $2,682-59.9% | $4,763-77.4% |
| Participant deferral / active EE | $1,221 | $4,176-70.8% | $3,738-67.3% | $5,983-79.6% |
| Admin fee / account holder | $310,943 | $7,778+3897.8% | $6,465+4709.3% | $11,252+2663.5% |