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 | $9,430 | $138,114-93.2% | $125,391-92.5% | $134,545-93.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -46.24% | 750.88%-797.1pp | 572.41%-618.7pp | 418.37%-464.6pp |
| Employer contribution / active EE | $2,871 | $5,246-45.3% | $4,816-40.4% | $4,742-39.5% |
| Participant deferral / active EE | $6,657 | $7,801-14.7% | $7,448-10.6% | $6,401+4.0% |
| Admin fee / account holder | $727 | $11,570-93.7% | $10,009-92.7% | $11,431-93.6% |