Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,030 | $138,114-91.3% | $125,391-90.4% | $134,545-91.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -98.87% | 750.88%-849.8pp | 572.41%-671.3pp | 418.37%-517.2pp |
| Employer contribution / active EE | $2,006 | $5,246-61.8% | $4,816-58.3% | $4,742-57.7% |
| Participant deferral / active EE | $10,442 | $7,801+33.9% | $7,448+40.2% | $6,401+63.1% |
| Admin fee / account holder | $552 | $11,570-95.2% | $10,009-94.5% | $11,431-95.2% |