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 | $13,704 | $105,200-87.0% | $159,474-91.4% | $85,847-84.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.8%+1.8pp | 69.3%+15.3pp |
| Annual return | 1.83% | 45.08%-43.2pp | 263.68%-261.8pp | 318.61%-316.8pp |
| Employer contribution / active EE | $2,700 | $3,319-18.7% | $4,831-44.1% | $2,565+5.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $867 | $6,934-87.5% | $10,802-92.0% | $6,261-86.2% |