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 | $7,661 | $54,355-85.9% | $82,744-90.7% | $68,486-88.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -19.61% | -13.67%-5.9pp | 702.22%-721.8pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,137 | $2,219-48.7% | $3,008-62.2% | $2,597-56.2% |
| Participant deferral / active EE | $2,210 | $3,246-31.9% | $4,395-49.7% | $4,028-45.1% |
| Admin fee / account holder | $933 | $4,397-78.8% | $5,325-82.5% | $5,404-82.7% |