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 | $155,555-93.4% | $146,866-93.1% | $155,188-93.4% |
| Participation rate | 92.3% | 84.0%+8.4pp | 82.5%+9.8pp | 80.8%+11.5pp |
| Annual return | -59.97% | 115.41%-175.4pp | 102.85%-162.8pp | 148.84%-208.8pp |
| Employer contribution / active EE | $2,115 | $4,647-54.5% | $4,425-52.2% | $4,248-50.2% |
| Participant deferral / active EE | $4,395 | $8,044-45.4% | $7,759-43.4% | $6,531-32.7% |
| Admin fee / account holder | $2,615 | $14,755-82.3% | $13,620-80.8% | $14,480-81.9% |