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 | $13,342 | $135,645-90.2% | $110,243-87.9% | $135,379-90.1% |
| Participation rate | 93.8% | 83.5%+10.3pp | 79.8%+13.9pp | 82.6%+11.1pp |
| Annual return | -9.92% | 513.24%-523.2pp | 314.76%-324.7pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,169 | $4,907-76.2% | $3,827-69.5% | $4,779-75.5% |
| Participant deferral / active EE | $2,504 | $5,507-54.5% | $4,672-46.4% | $5,609-55.4% |
| Admin fee / account holder | $510 | $11,458-95.5% | $8,548-94.0% | $10,828-95.3% |