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 | $4,620 | $48,078-90.4% | $78,676-94.1% | $62,881-92.7% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 4.06% | 31.36%-27.3pp | 62.19%-58.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $727 | $2,015-63.9% | $2,850-74.5% | $2,281-68.1% |
| Participant deferral / active EE | $789 | $2,587-69.5% | $3,517-77.6% | $3,203-75.4% |
| Admin fee / account holder | $1,411 | $3,206-56.0% | $4,510-68.7% | $4,296-67.2% |