Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,614 | $81,233-93.1% | $155,567-96.4% | $80,874-93.1% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.0pp | 67.6%+27.6pp |
| Annual return | 8.44% | 33.33%-24.9pp | 64.74%-56.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $410 | $3,101-86.8% | $4,674-91.2% | $2,756-85.1% |
| Participant deferral / active EE | $919 | $3,452-73.4% | $5,628-83.7% | $4,297-78.6% |
| Admin fee / account holder | $2,943 | $7,998-63.2% | $15,916-81.5% | $6,935-57.6% |