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 | $15,104 | $154,228-90.2% | $145,433-89.6% | $137,256-89.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.67% | 74.59%-65.9pp | 66.58%-57.9pp | 220.34%-211.7pp |
| Employer contribution / active EE | $3,117 | $4,804-35.1% | $4,554-31.6% | $4,156-25.0% |
| Participant deferral / active EE | $4,641 | $8,216-43.5% | $7,897-41.2% | $6,407-27.6% |
| Admin fee / account holder | $10,959 | $14,344-23.6% | $13,129-16.5% | $12,270-10.7% |