Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,936 | $157,304-92.4% | $141,197-91.5% | $152,909-92.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.98% | 64.34%-56.4pp | 71.41%-63.4pp | 345.46%-337.5pp |
| Employer contribution / active EE | $2,218 | $5,263-57.9% | $4,736-53.2% | $4,764-53.4% |
| Participant deferral / active EE | $5,604 | $7,111-21.2% | $6,710-16.5% | $5,851-4.2% |
| Admin fee / account holder | $1,287 | $12,126-89.4% | $10,265-87.5% | $11,601-88.9% |