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 | $8,915 | $82,674-89.2% | $125,381-92.9% | $68,486-87.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.42% | -5.97%-15.4pp | 572.31%-593.7pp | -7.85%-13.6pp |
| Employer contribution / active EE | $2,032 | $3,382-39.9% | $4,815-57.8% | $2,597-21.7% |
| Participant deferral / active EE | $3,322 | $6,111-45.6% | $7,448-55.4% | $4,028-17.5% |
| Admin fee / account holder | $346 | $6,277-94.5% | $10,007-96.5% | $5,404-93.6% |