Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,591 | $68,996-89.0% | $159,991-95.3% | $68,495-88.9% |
| Participation rate | 83.3% | 65.4%+17.9pp | 78.0%+5.4pp | 67.9%+15.4pp |
| Annual return | -19.90% | -9.65%-10.3pp | 408.82%-428.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $608 | $2,212-72.5% | $4,225-85.6% | $2,596-76.6% |
| Participant deferral / active EE | $2,664 | $4,211-36.7% | $6,183-56.9% | $4,028-33.9% |
| Admin fee / account holder | $1,200 | $4,797-75.0% | $8,715-86.2% | $5,403-77.8% |