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 | $5,855 | $64,719-91.0% | $112,249-94.8% | $68,486-91.5% |
| Participation rate | 86.0% | 67.2%+18.8pp | 75.1%+10.9pp | 67.9%+18.1pp |
| Annual return | -19.83% | -11.40%-8.4pp | 27.48%-47.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,334 | $2,747-51.4% | $3,636-63.3% | $2,597-48.6% |
| Participant deferral / active EE | $1,740 | $3,565-51.2% | $4,729-63.2% | $4,028-56.8% |
| Admin fee / account holder | $715 | $5,232-86.3% | $6,412-88.9% | $5,404-86.8% |