Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,434 | $165,399-91.9% | $149,745-91.0% | $158,982-91.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -21.05% | 348.34%-369.4pp | 276.72%-297.8pp | 302.99%-324.0pp |
| Employer contribution / active EE | $1,650 | $5,105-67.7% | $4,646-64.5% | $4,763-65.4% |
| Participant deferral / active EE | $2,882 | $7,183-59.9% | $6,843-57.9% | $5,983-51.8% |
| Admin fee / account holder | $3,873 | $10,811-64.2% | $9,312-58.4% | $11,252-65.6% |