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 | $4,451 | $104,694-95.7% | $85,709-94.8% | $167,536-97.3% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 8.35% | 21.45%-13.1pp | 21.49%-13.1pp | 478.82%-470.5pp |
| Employer contribution / active EE | $604 | $3,337-81.9% | $2,619-77.0% | $4,839-87.5% |
| Participant deferral / active EE | $1,485 | $4,826-69.2% | $3,924-62.2% | $6,342-76.6% |
| Admin fee / account holder | $856 | $10,035-91.5% | $6,876-87.5% | $12,315-93.0% |