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 | $7,440 | $160,040-95.4% | $147,096-94.9% | $145,877-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.68% | 98.49%-97.8pp | 419.75%-419.1pp | 551.28%-550.6pp |
| Employer contribution / active EE | $2,251 | $5,289-57.4% | $4,936-54.4% | $4,663-51.7% |
| Participant deferral / active EE | $6,400 | $8,429-24.1% | $8,071-20.7% | $6,691-4.3% |
| Admin fee / account holder | $4,220 | $15,050-72.0% | $13,005-67.6% | $13,402-68.5% |