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 | $8,526 | $75,962-88.8% | $154,111-94.5% | $64,173-86.7% |
| Participation rate | 75.9% | 70.4%+5.4pp | 83.0%-7.2pp | 69.6%+6.3pp |
| Annual return | -11.88% | 30.32%-42.2pp | 735.18%-747.1pp | 7.63%-19.5pp |
| Employer contribution / active EE | $819 | $3,350-75.6% | $5,298-84.5% | $2,381-65.6% |
| Participant deferral / active EE | $970 | $3,175-69.4% | $5,081-80.9% | $3,470-72.0% |
| Admin fee / account holder | $846 | $5,589-84.9% | $13,411-93.7% | $4,887-82.7% |