Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,612 | $56,339-77.6% | $104,301-87.9% | $68,486-81.6% |
| Participation rate | 70.6% | 63.3%+7.3pp | 73.3%-2.7pp | 67.9%+2.7pp |
| Annual return | -20.85% | -9.19%-11.7pp | 24.61%-45.5pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,201 | $1,960-38.7% | $3,373-64.4% | $2,597-53.7% |
| Participant deferral / active EE | $2,125 | $3,077-30.9% | $4,626-54.1% | $4,028-47.2% |
| Admin fee / account holder | $1,310 | $4,902-73.3% | $7,340-82.2% | $5,404-75.8% |