Sign up free to preview peer percentile detail
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 | $864 | $125,190-99.3% | $105,624-99.2% | $145,897-99.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | -220.40% | 225.22%-445.6pp | 116.20%-336.6pp | 552.29%-772.7pp |
| Employer contribution / active EE | $31,685 | $3,720+751.7% | $3,168+900.3% | $4,663+579.5% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,541 | $17,138-50.2% | $10,961-22.1% | $13,390-36.2% |