Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,538 | $138,385-84.4% | $184,243-88.3% | $80,925-73.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 11.07% | 20.02%-8.9pp | 28.82%-17.7pp | 35.65%-24.6pp |
| Employer contribution / active EE | $3,520 | $4,851-27.4% | $6,427-45.2% | $2,756+27.7% |
| Participant deferral / active EE | $3,871 | $7,075-45.3% | $9,132-57.6% | $4,299-9.9% |
| Admin fee / account holder | $485 | $10,489-95.4% | $13,914-96.5% | $6,940-93.0% |