Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,189 | $167,522-90.3% | $151,639-89.3% | $134,532-88.0% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.5%-11.0pp | 81.2%-4.8pp |
| Annual return | -31.71% | 7.81%-39.5pp | 3.34%-35.0pp | 418.27%-450.0pp |
| Employer contribution / active EE | $2,614 | $6,828-61.7% | $6,165-57.6% | $4,741-44.9% |
| Participant deferral / active EE | $7,635 | $8,986-15.0% | $8,363-8.7% | $6,401+19.3% |
| Admin fee / account holder | $1,965 | $13,780-85.7% | $11,613-83.1% | $11,429-82.8% |