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 | $12,877 | $167,353-92.3% | $143,797-91.0% | $134,545-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.42% | 0.48%-23.9pp | -0.04%-23.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $2,977 | $5,620-47.0% | $4,952-39.9% | $4,742-37.2% |
| Participant deferral / active EE | $7,427 | $6,447+15.2% | $5,638+31.7% | $6,401+16.0% |
| Admin fee / account holder | $1,086 | $18,096-94.0% | $14,679-92.6% | $11,431-90.5% |