Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,843 | $133,998-94.9% | $112,263-93.9% | $134,545-94.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -23.76% | 47.17%-70.9pp | 27.49%-51.3pp | 418.37%-442.1pp |
| Employer contribution / active EE | $1,899 | $4,040-53.0% | $3,636-47.8% | $4,742-60.0% |
| Participant deferral / active EE | $2,712 | $5,292-48.8% | $4,729-42.7% | $6,401-57.6% |
| Admin fee / account holder | $519 | $7,493-93.1% | $6,410-91.9% | $11,431-95.5% |