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 | $5,641 | $45,566-87.6% | $64,105-91.2% | $59,633-90.5% |
| Participation rate | 78.8% | 60.2%+18.6pp | 68.2%+10.6pp | 68.7%+10.1pp |
| Annual return | -8.46% | 4.95%-13.4pp | 791.24%-799.7pp | 2041.45%-2049.9pp |
| Employer contribution / active EE | $1,446 | $934+54.8% | $1,820-20.5% | $2,203-34.3% |
| Participant deferral / active EE | $2,962 | $2,057+44.0% | $2,822+5.0% | $3,192-7.2% |
| Admin fee / account holder | $315 | $3,268-90.4% | $4,499-93.0% | $4,297-92.7% |