Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,842 | $174,379-94.4% | $152,093-93.5% | $138,895-92.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.53% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,914 | $4,652-37.4% | $4,175-30.2% | $4,194-30.5% |
| Participant deferral / active EE | $3,114 | $6,159-49.4% | $5,451-42.9% | $6,396-51.3% |
| Admin fee / account holder | $22,157 | $16,880+31.3% | $14,497+52.8% | $12,562+76.4% |