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 | $4,111 | $42,910-90.4% | $60,919-93.3% | $68,490-94.0% |
| Participation rate | 89.3% | 66.8%+22.5pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -37.63% | -13.99%-23.6pp | 16.96%-54.6pp | -7.85%-29.8pp |
| Employer contribution / active EE | $2,472 | $1,978+24.9% | $2,704-8.6% | $2,597-4.8% |
| Participant deferral / active EE | $3,322 | $2,866+15.9% | $3,814-12.9% | $4,028-17.5% |
| Admin fee / account holder | $413 | $3,104-86.7% | $3,228-87.2% | $5,403-92.4% |