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 | $15,806 | $209,422-92.5% | $178,503-91.1% | $158,982-90.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.37% | 188.81%-187.4pp | 151.12%-149.8pp | 302.99%-301.6pp |
| Employer contribution / active EE | $2,294 | $5,707-59.8% | $5,011-54.2% | $4,763-51.8% |
| Participant deferral / active EE | $2,611 | $5,955-56.2% | $5,202-49.8% | $5,983-56.4% |
| Admin fee / account holder | $467 | $17,079-97.3% | $13,987-96.7% | $11,252-95.8% |