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 | $11,102 | $99,011-88.8% | $86,582-87.2% | $147,586-92.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.06% | 1312.75%-1312.7pp | 965.08%-965.0pp | 578.59%-578.5pp |
| Employer contribution / active EE | $4,788 | $3,132+52.9% | $2,839+68.6% | $4,876-1.8% |
| Participant deferral / active EE | $1,993 | $3,972-49.8% | $3,609-44.8% | $5,439-63.3% |
| Admin fee / account holder | $3,469 | $5,709-39.2% | $4,904-29.3% | $10,886-68.1% |