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 | $3,912 | $102,938-96.2% | $94,105-95.8% | $138,895-97.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | -4.82% | 250.28%-255.1pp | 204.55%-209.4pp | 145.39%-150.2pp |
| Employer contribution / active EE | $403 | $2,732-85.3% | $2,504-83.9% | $4,194-90.4% |
| Participant deferral / active EE | $2,605 | $4,196-37.9% | $3,881-32.9% | $6,396-59.3% |
| Admin fee / account holder | $9,144 | $6,600+38.5% | $6,199+47.5% | $12,562-27.2% |