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 | $16,223 | $217,432-92.5% | $185,851-91.3% | $167,553-90.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.45% | 148.43%-142.0pp | 122.11%-115.7pp | 478.89%-472.4pp |
| Employer contribution / active EE | $1,727 | $5,874-70.6% | $5,168-66.6% | $4,840-64.3% |
| Participant deferral / active EE | $4,113 | $6,357-35.3% | $5,569-26.1% | $6,343-35.1% |
| Admin fee / account holder | $22,654 | $19,820+14.3% | $16,245+39.5% | $12,316+83.9% |