Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,695 | $65,440-88.2% | $98,506-92.2% | $85,851-91.0% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.3%+22.1pp |
| Annual return | -81.39% | 21.75%-103.1pp | 1494.92%-1576.3pp | 318.63%-400.0pp |
| Employer contribution / active EE | $6,497 | $2,169+199.5% | $2,961+119.4% | $2,565+153.3% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,158 | $4,596-74.8% | $5,955-80.5% | $6,261-81.5% |