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 | $13,699 | $72,177-81.0% | $115,038-88.1% | $59,633-77.0% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | -3.67% | 12.02%-15.7pp | 26.14%-29.8pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,627 | $2,841-42.7% | $4,608-64.7% | $2,203-26.1% |
| Participant deferral / active EE | $2,780 | $4,783-41.9% | $6,026-53.9% | $3,192-12.9% |
| Admin fee / account holder | $1,055 | $4,927-78.6% | $8,175-87.1% | $4,297-75.5% |