Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,415 | $190,879-97.7% | $160,009-97.2% | $134,532-96.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -30.87% | 552.63%-583.5pp | 408.85%-439.7pp | 418.27%-449.1pp |
| Employer contribution / active EE | $1,381 | $4,995-72.4% | $4,225-67.3% | $4,741-70.9% |
| Participant deferral / active EE | $3,014 | $6,924-56.5% | $6,183-51.3% | $6,401-52.9% |
| Admin fee / account holder | $718 | $10,495-93.2% | $8,715-91.8% | $11,429-93.7% |