Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,789 | $75,962-84.5% | $154,108-92.4% | $64,173-81.6% |
| Participation rate | 98.0% | 70.4%+27.6pp | 83.0%+15.0pp | 69.6%+28.5pp |
| Annual return | -63.29% | 30.32%-93.6pp | 735.21%-798.5pp | 7.63%-70.9pp |
| Employer contribution / active EE | $9,898 | $3,350+195.5% | $5,298+86.8% | $2,381+315.7% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,114 | $5,589-62.2% | $13,411-84.2% | $4,887-56.7% |