Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,484 | $62,583-86.4% | $76,767-88.9% | $64,173-86.8% |
| Participation rate | 78.9% | 72.8%+6.1pp | 77.0%+2.0pp | 69.6%+9.4pp |
| Annual return | -7.74% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,494 | $1,832-18.4% | $2,485-39.9% | $2,381-37.2% |
| Participant deferral / active EE | $2,134 | $3,145-32.1% | $3,852-44.6% | $3,470-38.5% |
| Admin fee / account holder | $1,549 | $4,667-66.8% | $6,675-76.8% | $4,887-68.3% |