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 | $5,875 | $113,941-94.8% | $94,229-93.8% | $125,389-95.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -9.41% | 5.29%-14.7pp | 10.68%-20.1pp | 282.24%-291.7pp |
| Employer contribution / active EE | $1,251 | $4,727-73.5% | $3,587-65.1% | $4,866-74.3% |
| Participant deferral / active EE | $2,083 | $5,179-59.8% | $4,320-51.8% | $5,352-61.1% |
| Admin fee / account holder | $563 | $8,392-93.3% | $6,269-91.0% | $9,541-94.1% |