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 | $8,356 | $138,078-93.9% | $125,363-93.3% | $134,509-93.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.28% | 750.49%-779.8pp | 572.15%-601.4pp | 418.13%-447.4pp |
| Employer contribution / active EE | $8,345 | $5,245+59.1% | $4,815+73.3% | $4,741+76.0% |
| Participant deferral / active EE | $11,433 | $7,800+46.6% | $7,447+53.5% | $6,400+78.6% |
| Admin fee / account holder | $4,017 | $11,566-65.3% | $10,005-59.8% | $11,427-64.8% |