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 | $14,507 | $65,566-77.9% | $86,235-83.2% | $75,177-80.7% |
| Participation rate | 93.5% | 60.5%+33.1pp | 69.0%+24.6pp | 67.2%+26.3pp |
| Annual return | -72.17% | 46.07%-118.2pp | 1170.03%-1242.2pp | 160.75%-232.9pp |
| Employer contribution / active EE | $1,360 | $1,553-12.4% | $2,381-42.9% | $2,671-49.1% |
| Participant deferral / active EE | $2,481 | $3,023-18.0% | $3,987-37.8% | $4,126-39.9% |
| Admin fee / account holder | $593 | $5,470-89.2% | $6,856-91.3% | $5,651-89.5% |