Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,485 | $167,362-92.5% | $143,799-91.3% | $134,532-90.7% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -25.20% | 0.47%-25.7pp | -0.04%-25.2pp | 418.27%-443.5pp |
| Employer contribution / active EE | $2,741 | $5,620-51.2% | $4,952-44.6% | $4,741-42.2% |
| Participant deferral / active EE | $4,654 | $6,447-27.8% | $5,638-17.5% | $6,401-27.3% |
| Admin fee / account holder | $326 | $18,094-98.2% | $14,677-97.8% | $11,429-97.1% |