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 | $11,861 | $167,533-92.9% | $151,645-92.2% | $134,545-91.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -38.37% | 7.81%-46.2pp | 3.34%-41.7pp | 418.37%-456.7pp |
| Employer contribution / active EE | $2,409 | $6,828-64.7% | $6,165-60.9% | $4,742-49.2% |
| Participant deferral / active EE | $7,450 | $8,985-17.1% | $8,363-10.9% | $6,401+16.4% |
| Admin fee / account holder | $746 | $13,781-94.6% | $11,614-93.6% | $11,431-93.5% |