Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,106 | $52,580-77.0% | $71,671-83.1% | $70,126-82.7% |
| Participation rate | 97.9% | 60.9%+37.0pp | 68.7%+29.1pp | 69.5%+28.3pp |
| Annual return | -36.15% | 20.25%-56.4pp | 20.65%-56.8pp | 73.15%-109.3pp |
| Employer contribution / active EE | $2,469 | $1,616+52.8% | $2,460+0.4% | $2,343+5.4% |
| Participant deferral / active EE | $2,548 | $2,386+6.8% | $3,438-25.9% | $3,332-23.5% |
| Admin fee / account holder | $1,018 | $3,653-72.1% | $5,558-81.7% | $4,645-78.1% |