Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,679 | $142,409-88.3% | $119,634-86.1% | $134,545-87.6% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -21.38% | -12.46%-8.9pp | -14.98%-6.4pp | 418.37%-439.7pp |
| Employer contribution / active EE | $3,263 | $5,224-37.5% | $4,232-22.9% | $4,742-31.2% |
| Participant deferral / active EE | $2,956 | $6,468-54.3% | $5,601-47.2% | $6,401-53.8% |
| Admin fee / account holder | $696 | $13,594-94.9% | $10,329-93.3% | $11,431-93.9% |