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 | $20,352 | $79,961-74.5% | $98,462-79.3% | $75,177-72.9% |
| Participation rate | 93.1% | 70.4%+22.7pp | 75.2%+17.9pp | 67.2%+25.9pp |
| Annual return | -15.19% | 19.75%-34.9pp | 21.17%-36.4pp | 160.75%-175.9pp |
| Employer contribution / active EE | $1,652 | $2,264-27.0% | $3,049-45.8% | $2,671-38.1% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,147 | $6,842-68.6% | $8,875-75.8% | $5,651-62.0% |