Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,336 | $134,001-96.8% | $112,258-96.1% | $134,509-96.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -36.64% | 47.15%-83.8pp | 27.47%-64.1pp | 418.13%-454.8pp |
| Employer contribution / active EE | $1,794 | $4,039-55.6% | $3,636-50.7% | $4,741-62.2% |
| Participant deferral / active EE | $1,994 | $5,291-62.3% | $4,728-57.8% | $6,400-68.8% |
| Admin fee / account holder | $1,122 | $7,491-85.0% | $6,411-82.5% | $11,427-90.2% |