Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,505 | $211,239-97.9% | $178,528-97.5% | $145,877-96.9% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | -28.59% | 30.22%-58.8pp | 27.11%-55.7pp | 551.28%-579.9pp |
| Employer contribution / active EE | $1,590 | $4,570-65.2% | $3,950-59.7% | $4,663-65.9% |
| Participant deferral / active EE | $1,763 | $6,963-74.7% | $6,278-71.9% | $6,691-73.7% |
| Admin fee / account holder | $812 | $12,095-93.3% | $10,419-92.2% | $13,402-93.9% |