Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,826 | $160,028-91.4% | $147,080-90.6% | $145,884-90.5% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | -0.28% | 98.60%-98.9pp | 420.17%-420.4pp | 551.85%-552.1pp |
| Employer contribution / active EE | $1,759 | $5,286-66.7% | $4,933-64.3% | $4,662-62.3% |
| Participant deferral / active EE | $4,861 | $8,422-42.3% | $8,066-39.7% | $6,690-27.3% |
| Admin fee / account holder | $1,371 | $15,030-90.9% | $12,989-89.4% | $13,392-89.8% |