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 | $8,938 | $211,288-95.8% | $178,540-95.0% | $145,884-93.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.11% | 30.27%-24.2pp | 27.15%-21.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $3,608 | $4,574-21.1% | $3,953-8.7% | $4,662-22.6% |
| Participant deferral / active EE | $8,400 | $6,967+20.6% | $6,281+33.7% | $6,690+25.6% |
| Admin fee / account holder | $28,959 | $12,105+139.2% | $10,424+177.8% | $13,392+116.2% |