Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,990 | $138,114-94.2% | $125,391-93.6% | $134,545-94.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -31.54% | 750.88%-782.4pp | 572.41%-604.0pp | 418.37%-449.9pp |
| Employer contribution / active EE | $1,506 | $5,246-71.3% | $4,816-68.7% | $4,742-68.2% |
| Participant deferral / active EE | $2,999 | $7,801-61.6% | $7,448-59.7% | $6,401-53.1% |
| Admin fee / account holder | $463 | $11,570-96.0% | $10,009-95.4% | $11,431-96.0% |