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 | $9,378 | $111,814-91.6% | $93,654-90.0% | $145,959-93.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.96% | 203.30%-196.3pp | 133.34%-126.4pp | 561.95%-555.0pp |
| Employer contribution / active EE | $1,250 | $3,092-59.6% | $2,421-48.4% | $4,661-73.2% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,308 | $10,246-87.2% | $8,282-84.2% | $13,398-90.2% |