Sign up free to preview peer percentile detail
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 | $201 | $94,439-99.8% | $73,658-99.7% | $154,746-99.9% |
| Participation rate | 81.8% | 64.7%+17.2pp | 57.0%+24.8pp | 80.7%+1.1pp |
| Annual return | -8.54% | 28.25%-36.8pp | 29.72%-38.3pp | 172.34%-180.9pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $276 | $2,527-89.1% | $2,062-86.6% | $6,730-95.9% |
| Admin fee / account holder | $390 | $3,843-89.9% | $3,357-88.4% | $14,365-97.3% |