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 | $25,174 | $227,399-88.9% | $189,758-86.7% | $198,609-87.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 2.21% | 61.03%-58.8pp | 52.62%-50.4pp | 202.70%-200.5pp |
| Employer contribution / active EE | $2,106 | $5,526-61.9% | $4,767-55.8% | $5,055-58.3% |
| Participant deferral / active EE | $7,266 | $6,837+6.3% | $5,856+24.1% | $6,977+4.1% |
| Admin fee / account holder | $490 | $25,162-98.1% | $20,388-97.6% | $19,030-97.4% |