Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,099 | $82,678-80.5% | $125,391-87.2% | $68,490-76.5% |
| Participation rate | 97.1% | 75.1%+22.1pp | 82.4%+14.8pp | 67.9%+29.2pp |
| Annual return | -53.39% | -5.97%-47.4pp | 572.41%-625.8pp | -7.85%-45.5pp |
| Employer contribution / active EE | $2,857 | $3,382-15.5% | $4,816-40.7% | $2,597+10.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $866 | $6,277-86.2% | $10,009-91.3% | $5,403-84.0% |