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 | $5,905 | $142,354-95.9% | $125,529-95.3% | $155,188-96.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | -2.31% | 306.06%-308.4pp | 202.56%-204.9pp | 148.84%-151.1pp |
| Employer contribution / active EE | $3,977 | $3,501+13.6% | $3,058+30.1% | $4,248-6.4% |
| Participant deferral / active EE | $13,200 | $5,491+140.4% | $4,813+174.3% | $6,531+102.1% |
| Admin fee / account holder | $26,000 | $19,392+34.1% | $16,298+59.5% | $14,480+79.6% |