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 | $4,195 | $49,177-91.5% | $79,467-94.7% | $64,173-93.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -10.87% | -1.16%-9.7pp | 718.30%-729.2pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,241 | $2,076-40.2% | $2,800-55.7% | $2,381-47.9% |
| Participant deferral / active EE | $1,379 | $2,821-51.1% | $3,704-62.8% | $3,470-60.3% |
| Admin fee / account holder | $486 | $3,839-87.3% | $5,104-90.5% | $4,887-90.1% |