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 | $7,282 | $109,872-93.4% | $98,483-92.6% | $167,536-95.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.16% | 1959.31%-1955.1pp | 1494.38%-1490.2pp | 478.82%-474.7pp |
| Employer contribution / active EE | $859 | $3,225-73.4% | $2,961-71.0% | $4,839-82.2% |
| Participant deferral / active EE | $1,660 | $4,673-64.5% | $4,276-61.2% | $6,342-73.8% |
| Admin fee / account holder | $2,070 | $6,757-69.4% | $5,953-65.2% | $12,315-83.2% |