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 | $10,408 | $150,447-93.1% | $136,298-92.4% | $147,586-92.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | -99.86% | 1049.15%-1149.0pp | 5156.27%-5256.1pp | 578.59%-678.5pp |
| Employer contribution / active EE | $9,528 | $5,256+81.3% | $4,696+102.9% | $4,876+95.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,322 | $10,906-69.5% | $9,244-64.1% | $10,886-69.5% |