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 | $12,530 | $53,128-76.4% | $86,582-85.5% | $70,126-82.1% |
| Participation rate | 94.0% | 65.3%+28.7pp | 73.5%+20.5pp | 69.5%+24.5pp |
| Annual return | 9.50% | 27.66%-18.2pp | 965.08%-955.6pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,247 | $2,068-39.7% | $2,839-56.1% | $2,343-46.8% |
| Participant deferral / active EE | $1,093 | $2,695-59.5% | $3,609-69.7% | $3,332-67.2% |
| Admin fee / account holder | $2,307 | $3,584-35.6% | $4,904-53.0% | $4,645-50.3% |