Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,808 | $138,102-90.0% | $125,381-89.0% | $134,532-89.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.69% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,319 | $5,245-36.7% | $4,815-31.1% | $4,741-30.0% |
| Participant deferral / active EE | $8,531 | $7,801+9.4% | $7,448+14.5% | $6,401+33.3% |
| Admin fee / account holder | $685 | $11,568-94.1% | $10,007-93.2% | $11,429-94.0% |