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 | $20,019 | $180,462-88.9% | $154,111-87.0% | $135,379-85.2% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -12.61% | 888.17%-900.8pp | 735.18%-747.8pp | 519.79%-532.4pp |
| Employer contribution / active EE | $1,554 | $6,036-74.3% | $5,298-70.7% | $4,779-67.5% |
| Participant deferral / active EE | $4,171 | $5,806-28.2% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $798 | $16,145-95.1% | $13,411-94.0% | $10,828-92.6% |