Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,583 | $64,719-91.4% | $112,249-95.0% | $68,486-91.8% |
| Participation rate | 72.4% | 67.2%+5.3pp | 75.1%-2.6pp | 67.9%+4.5pp |
| Annual return | -31.21% | -11.40%-19.8pp | 27.48%-58.7pp | -7.85%-23.4pp |
| Employer contribution / active EE | $1,733 | $2,747-36.9% | $3,636-52.3% | $2,597-33.3% |
| Participant deferral / active EE | $2,825 | $3,565-20.8% | $4,729-40.3% | $4,028-29.9% |
| Admin fee / account holder | $929 | $5,232-82.2% | $6,412-85.5% | $5,404-82.8% |