Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,260 | $64,716-82.6% | $112,258-90.0% | $68,495-83.6% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | -22.07% | -11.40%-10.7pp | 27.47%-49.5pp | -7.84%-14.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,183 | $3,565-10.7% | $4,728-32.7% | $4,028-21.0% |
| Admin fee / account holder | $1,328 | $5,232-74.6% | $6,411-79.3% | $5,403-75.4% |