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 | $17,926 | $142,392-87.4% | $119,622-85.0% | $134,532-86.7% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.3%+14.1pp | 81.2%+12.1pp |
| Annual return | -20.93% | -12.46%-8.5pp | -14.98%-5.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $3,171 | $5,224-39.3% | $4,232-25.1% | $4,741-33.1% |
| Participant deferral / active EE | $2,563 | $6,467-60.4% | $5,601-54.2% | $6,401-60.0% |
| Admin fee / account holder | $979 | $13,593-92.8% | $10,328-90.5% | $11,429-91.4% |