Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $14,766 | $138,075-89.3% | $123,552-88.0% | $135,379-89.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -21.85% | 153.70%-175.6pp | 119.20%-141.1pp | 519.79%-541.6pp |
| Employer contribution / active EE | $2,526 | $5,152-51.0% | $4,628-45.4% | $4,779-47.1% |
| Participant deferral / active EE | $5,403 | $6,800-20.5% | $6,426-15.9% | $5,609-3.7% |
| Admin fee / account holder | $531 | $10,917-95.1% | $9,285-94.3% | $10,828-95.1% |