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 | $9,147 | $82,630-88.9% | $64,105-85.7% | $125,389-92.7% |
| Participation rate | 94.4% | 75.9%+18.6pp | 68.2%+26.3pp | 83.2%+11.3pp |
| Annual return | -5.26% | 1489.72%-1495.0pp | 791.24%-796.5pp | 282.24%-287.5pp |
| Employer contribution / active EE | $556 | $2,671-79.2% | $1,820-69.5% | $4,866-88.6% |
| Participant deferral / active EE | $835 | $3,608-76.9% | $2,822-70.4% | $5,352-84.4% |
| Admin fee / account holder | $1,269 | $6,382-80.1% | $4,499-71.8% | $9,541-86.7% |