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 | $3,636 | $70,486-94.8% | $100,535-96.4% | $79,856-95.4% |
| Participation rate | 93.3% | 73.6%+19.7pp | 79.4%+13.9pp | 69.6%+23.7pp |
| Annual return | -155.70% | 21.90%-177.6pp | 30.90%-186.6pp | 31.71%-187.4pp |
| Employer contribution / active EE | $11,679 | $2,165+439.6% | $3,419+241.6% | $2,471+372.6% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,100 | $4,480-30.8% | $8,085-61.7% | $5,306-41.6% |