Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,957 | $99,921-96.0% | $85,009-95.3% | $145,959-97.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.67% | 83.89%-77.2pp | 66.47%-59.8pp | 561.95%-555.3pp |
| Employer contribution / active EE | $4,685 | $3,233+44.9% | $2,728+71.7% | $4,661+0.5% |
| Participant deferral / active EE | $5,606 | $5,293+5.9% | $4,522+24.0% | $6,689-16.2% |
| Admin fee / account holder | $19,468 | $7,252+168.5% | $6,153+216.4% | $13,398+45.3% |