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 | $8,763 | $133,981-93.5% | $112,249-92.2% | $134,532-93.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -38.61% | 47.16%-85.8pp | 27.48%-66.1pp | 418.27%-456.9pp |
| Employer contribution / active EE | $26,775 | $4,040+562.8% | $3,636+636.4% | $4,741+464.7% |
| Participant deferral / active EE | $3,098 | $5,292-41.5% | $4,729-34.5% | $6,401-51.6% |
| Admin fee / account holder | $1,139 | $7,492-84.8% | $6,412-82.2% | $11,429-90.0% |