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 | $7,780 | $82,678-90.6% | $125,391-93.8% | $68,490-88.6% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -21.79% | -5.97%-15.8pp | 572.41%-594.2pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,314 | $3,382-61.1% | $4,816-72.7% | $2,597-49.4% |
| Participant deferral / active EE | $4,068 | $6,111-33.4% | $7,448-45.4% | $4,028+1.0% |
| Admin fee / account holder | $367 | $6,277-94.2% | $10,009-96.3% | $5,403-93.2% |