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 | $10,539 | $134,001-92.1% | $112,258-90.6% | $134,509-92.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.91% | 47.15%-73.1pp | 27.47%-53.4pp | 418.13%-444.0pp |
| Employer contribution / active EE | $2,883 | $4,039-28.6% | $3,636-20.7% | $4,741-39.2% |
| Participant deferral / active EE | $5,888 | $5,291+11.3% | $4,728+24.5% | $6,400-8.0% |
| Admin fee / account holder | $1,435 | $7,491-80.8% | $6,411-77.6% | $11,427-87.4% |