Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,463 | $117,895-84.3% | $102,460-82.0% | $145,897-87.3% |
| Participation rate | 86.7% | 78.6%+8.0pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 7.37% | 31.92%-24.6pp | 29.47%-22.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $939 | $3,619-74.1% | $3,025-69.0% | $4,663-79.9% |
| Participant deferral / active EE | $2,058 | $5,736-64.1% | $5,056-59.3% | $6,689-69.2% |
| Admin fee / account holder | $1,376 | $13,353-89.7% | $9,460-85.5% | $13,390-89.7% |