Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,537 | $148,629-93.6% | $135,982-93.0% | $139,487-93.2% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 0.69% | 79.33%-78.6pp | 68.32%-67.6pp | 373.84%-373.2pp |
| Employer contribution / active EE | $1,709 | $5,247-67.4% | $4,859-64.8% | $4,755-64.1% |
| Participant deferral / active EE | $4,530 | $8,102-44.1% | $7,760-41.6% | $6,713-32.5% |
| Admin fee / account holder | $910 | $12,406-92.7% | $10,767-91.5% | $11,407-92.0% |