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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,597 | $88,203-92.5% | $165,100-96.0% | $74,478-91.1% |
| Participation rate | 98.9% | 73.1%+25.8pp | 78.6%+20.3pp | 67.2%+31.7pp |
| Annual return | -168.82% | 17.13%-185.9pp | 70.21%-239.0pp | 1370.56%-1539.4pp |
| Employer contribution / active EE | $10,440 | $2,601+301.4% | $4,348+140.1% | $2,626+297.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $26,796 | $2,235+1099.0% | $12,696+111.1% | $1,946+1277.1% |