Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,139 | $81,504-90.0% | $102,437-92.1% | $80,959-89.9% |
| Participation rate | 90.9% | 66.9%+24.1pp | 74.5%+16.4pp | 67.7%+23.2pp |
| Annual return | -6.72% | 25.60%-32.3pp | 24.95%-31.7pp | 35.67%-42.4pp |
| Employer contribution / active EE | $7,012 | $3,104+125.9% | $3,871+81.2% | $2,757+154.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,232 | $6,719-81.7% | $8,388-85.3% | $6,925-82.2% |