Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,643 | $75,935-86.0% | $60,547-82.4% | $125,389-91.5% |
| Participation rate | 85.7% | 76.5%+9.2pp | 68.0%+17.8pp | 83.2%+2.5pp |
| Annual return | -4.19% | -5.38%+1.2pp | 335.64%-339.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,625 | $3,438-52.7% | $2,419-32.8% | $4,866-66.6% |
| Participant deferral / active EE | $2,245 | $4,506-50.2% | $3,328-32.5% | $5,352-58.0% |
| Admin fee / account holder | $700 | $6,768-89.7% | $4,536-84.6% | $9,541-92.7% |