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 | $5,091 | $190,862-97.3% | $159,991-96.8% | $134,509-96.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -65.08% | 552.59%-617.7pp | 408.82%-473.9pp | 418.13%-483.2pp |
| Employer contribution / active EE | $1,722 | $4,995-65.5% | $4,225-59.3% | $4,741-63.7% |
| Participant deferral / active EE | $2,408 | $6,924-65.2% | $6,183-61.0% | $6,400-62.4% |
| Admin fee / account holder | $3,556 | $10,495-66.1% | $8,715-59.2% | $11,427-68.9% |