Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,118 | $160,028-90.6% | $147,080-89.7% | $145,884-89.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.07% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,552 | $5,286-51.7% | $4,933-48.3% | $4,662-45.3% |
| Participant deferral / active EE | $8,067 | $8,422-4.2% | $8,0660% | $6,690+20.6% |
| Admin fee / account holder | $867 | $15,030-94.2% | $12,989-93.3% | $13,392-93.5% |