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 | $40,284 | $145,431-72.3% | $211,142-80.9% | $87,485-54.0% |
| Participation rate | 93.6% | 84.7%+8.9pp | 87.3%+6.3pp | 68.9%+24.7pp |
| Annual return | 12.32% | 27.21%-14.9pp | 46.84%-34.5pp | 26.06%-13.7pp |
| Employer contribution / active EE | $4,732 | $4,662+1.5% | $6,442-26.6% | $2,596+82.3% |
| Participant deferral / active EE | $3,651 | $6,859-46.8% | $9,284-60.7% | $4,274-14.6% |
| Admin fee / account holder | $11,378 | $17,052-33.3% | $19,076-40.4% | $7,775+46.3% |