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 | $14,744 | $185,225-92.0% | $142,898-89.7% | $167,553-91.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | -9.03% | 8558.12%-8567.2pp | 5639.64%-5648.7pp | 478.89%-487.9pp |
| Employer contribution / active EE | $921 | $5,607-83.6% | $4,146-77.8% | $4,840-81.0% |
| Participant deferral / active EE | $691 | $4,496-84.6% | $3,838-82.0% | $6,343-89.1% |
| Admin fee / account holder | $3,866 | $8,032-51.9% | $6,560-41.1% | $12,316-68.6% |