Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,880 | $138,102-97.2% | $125,381-96.9% | $134,532-97.1% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -21.61% | 750.73%-772.3pp | 572.31%-593.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $1,088 | $5,245-79.2% | $4,815-77.4% | $4,741-77.0% |
| Participant deferral / active EE | $2,824 | $7,801-63.8% | $7,448-62.1% | $6,401-55.9% |
| Admin fee / account holder | $537 | $11,568-95.4% | $10,007-94.6% | $11,429-95.3% |