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 | $13,744 | $148,623-90.8% | $135,974-89.9% | $139,466-90.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.52% | 79.30%-70.8pp | 68.30%-59.8pp | 373.66%-365.1pp |
| Employer contribution / active EE | $3,101 | $5,246-40.9% | $4,859-36.2% | $4,754-34.8% |
| Participant deferral / active EE | $5,341 | $8,103-34.1% | $7,760-31.2% | $6,712-20.4% |
| Admin fee / account holder | $669 | $12,406-94.6% | $10,767-93.8% | $11,409-94.1% |