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 | $23,772 | $100,060-76.2% | $149,721-84.1% | $70,126-66.1% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.1%+1.4pp | 69.5%+18.9pp |
| Annual return | 7.27% | 27.46%-20.2pp | 1501.67%-1494.4pp | 73.15%-65.9pp |
| Employer contribution / active EE | $2,234 | $3,661-39.0% | $5,444-59.0% | $2,343-4.6% |
| Participant deferral / active EE | $3,340 | $4,982-33.0% | $6,568-49.2% | $3,332+0.2% |
| Admin fee / account holder | $2,153 | $8,285-74.0% | $11,282-80.9% | $4,645-53.7% |