Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,721 | $112,729-95.8% | $98,716-95.2% | $137,256-96.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | -17.08% | 38.48%-55.6pp | 31.81%-48.9pp | 220.34%-237.4pp |
| Employer contribution / active EE | $714 | $2,725-73.8% | $2,279-68.7% | $4,156-82.8% |
| Participant deferral / active EE | $2,066 | $4,640-55.5% | $4,048-49.0% | $6,407-67.7% |
| Admin fee / account holder | $1,041 | $10,129-89.7% | $8,703-88.0% | $12,270-91.5% |