Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,940 | $93,617-77.6% | $135,982-84.6% | $75,177-72.1% |
| Participation rate | 96.3% | 75.2%+21.1pp | 81.9%+14.4pp | 67.2%+29.1pp |
| Annual return | 13.61% | 30.89%-17.3pp | 68.32%-54.7pp | 160.75%-147.1pp |
| Employer contribution / active EE | $2,723 | $3,538-23.0% | $4,859-44.0% | $2,671+2.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,055 | $6,980-56.2% | $10,767-71.6% | $5,651-45.9% |