Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,063 | $100,805-91.0% | $86,698-89.5% | $134,532-93.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.79% | 29.09%-51.9pp | 35.95%-58.7pp | 418.27%-441.1pp |
| Employer contribution / active EE | $2,910 | $3,490-16.6% | $2,837+2.6% | $4,741-38.6% |
| Participant deferral / active EE | $7,877 | $5,339+47.5% | $4,656+69.2% | $6,401+23.1% |
| Admin fee / account holder | $304 | $10,925-97.2% | $7,493-95.9% | $11,429-97.3% |