Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,089 | $190,916-93.1% | $160,037-91.8% | $134,545-90.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -76.24% | 552.79%-629.0pp | 408.95%-485.2pp | 418.37%-494.6pp |
| Employer contribution / active EE | $1,276 | $4,996-74.5% | $4,226-69.8% | $4,742-73.1% |
| Participant deferral / active EE | $10,163 | $6,925+46.8% | $6,184+64.3% | $6,401+58.8% |
| Admin fee / account holder | $4,125 | $10,497-60.7% | $8,716-52.7% | $11,431-63.9% |