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 | $8,269 | $65,575-87.4% | $86,209-90.4% | $75,181-89.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 6.14% | 46.07%-39.9pp | 1169.05%-1162.9pp | 160.69%-154.5pp |
| Employer contribution / active EE | $1,446 | $1,553-6.9% | $2,381-39.3% | $2,671-45.9% |
| Participant deferral / active EE | $1,844 | $3,023-39.0% | $3,986-53.7% | $4,126-55.3% |
| Admin fee / account holder | $1,191 | $5,470-78.2% | $6,853-82.6% | $5,650-78.9% |