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 | $18,534 | $100,060-81.5% | $149,721-87.6% | $70,126-73.6% |
| Participation rate | 70.8% | 83.6%-12.7pp | 87.1%-16.2pp | 69.5%+1.3pp |
| Annual return | -1.07% | 27.46%-28.5pp | 1501.67%-1502.7pp | 73.15%-74.2pp |
| Employer contribution / active EE | $1,207 | $3,661-67.0% | $5,444-77.8% | $2,343-48.5% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $551 | $8,285-93.4% | $11,282-95.1% | $4,645-88.1% |