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 | $20,907 | $180,028-88.4% | $138,135-84.9% | $158,982-86.8% |
| Participation rate | 94.1% | 82.2%+11.9pp | 78.7%+15.4pp | 82.0%+12.2pp |
| Annual return | -6.23% | 21.68%-27.9pp | 20.51%-26.7pp | 302.99%-309.2pp |
| Employer contribution / active EE | $12,235 | $7,470+63.8% | $5,587+119.0% | $4,763+156.9% |
| Participant deferral / active EE | $3,465 | $7,717-55.1% | $6,431-46.1% | $5,983-42.1% |
| Admin fee / account holder | $22,725 | $17,912+26.9% | $11,856+91.7% | $11,252+102.0% |