Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,872 | $133,998-96.4% | $112,263-95.7% | $134,545-96.4% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.1%+11.6pp | 81.2%+5.4pp |
| Annual return | -25.70% | 47.17%-72.9pp | 27.49%-53.2pp | 418.37%-444.1pp |
| Employer contribution / active EE | $1,546 | $4,040-61.7% | $3,636-57.5% | $4,742-67.4% |
| Participant deferral / active EE | $3,076 | $5,292-41.9% | $4,729-35.0% | $6,401-52.0% |
| Admin fee / account holder | $658 | $7,493-91.2% | $6,410-89.7% | $11,431-94.2% |