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 | $9,865 | $77,817-87.3% | $123,553-92.0% | $64,173-84.6% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -20.13% | 12.49%-32.6pp | 119.21%-139.3pp | 7.63%-27.8pp |
| Employer contribution / active EE | $2,484 | $3,014-17.6% | $4,628-46.3% | $2,381+4.3% |
| Participant deferral / active EE | $4,142 | $5,240-21.0% | $6,426-35.5% | $3,470+19.4% |
| Admin fee / account holder | $335 | $5,519-93.9% | $9,284-96.4% | $4,887-93.1% |