Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,140 | $171,930-98.8% | $151,266-98.6% | $154,746-98.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 77.0%+23.0pp | 80.7%+19.3pp |
| Annual return | -3.57% | 242.03%-245.6pp | 180.60%-184.2pp | 172.34%-175.9pp |
| Employer contribution / active EE | $3,065 | $4,710-34.9% | $4,237-27.7% | $4,379-30.0% |
| Participant deferral / active EE | $5,826 | $8,191-28.9% | $7,337-20.6% | $6,730-13.4% |
| Admin fee / account holder | $9,526 | $15,803-39.7% | $13,159-27.6% | $14,365-33.7% |