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 | $3 | $154,228-100.0% | $145,433-100.0% | $137,256-100.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.33% | 74.59%-63.3pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,969 | $4,804-17.4% | $4,554-12.9% | $4,156-4.5% |
| Participant deferral / active EE | $46,500 | $8,216+465.9% | $7,897+488.8% | $6,407+625.8% |
| Admin fee / account holder | $525,454 | $14,344+3563.3% | $13,129+3902.2% | $12,270+4182.4% |