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 | $14,135 | $138,075-89.8% | $123,552-88.6% | $135,379-89.6% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -16.26% | 153.70%-170.0pp | 119.20%-135.5pp | 519.79%-536.0pp |
| Employer contribution / active EE | $3,075 | $5,152-40.3% | $4,628-33.5% | $4,779-35.6% |
| Participant deferral / active EE | $6,931 | $6,800+1.9% | $6,426+7.9% | $5,609+23.6% |
| Admin fee / account holder | $1,106 | $10,917-89.9% | $9,285-88.1% | $10,828-89.8% |