Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,205 | $162,136-93.7% | $152,301-93.3% | $154,746-93.4% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | -59.97% | 91.02%-151.0pp | 80.50%-140.5pp | 172.34%-232.3pp |
| Employer contribution / active EE | $2,115 | $4,890-56.8% | $4,624-54.3% | $4,379-51.7% |
| Participant deferral / active EE | $4,395 | $8,341-47.3% | $8,004-45.1% | $6,730-34.7% |
| Admin fee / account holder | $2,615 | $15,759-83.4% | $14,398-81.8% | $14,365-81.8% |