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 | $17,112 | $72,177-76.3% | $115,038-85.1% | $59,633-71.3% |
| Participation rate | 82.1% | 72.6%+9.6pp | 81.4%+0.8pp | 68.7%+13.5pp |
| Annual return | -4.63% | 12.02%-16.7pp | 26.14%-30.8pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $2,310 | $2,841-18.7% | $4,608-49.9% | $2,203+4.9% |
| Participant deferral / active EE | $4,409 | $4,783-7.8% | $6,026-26.8% | $3,192+38.1% |
| Admin fee / account holder | $1,444 | $4,927-70.7% | $8,175-82.3% | $4,297-66.4% |