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 | $12,692 | $154,228-91.8% | $145,433-91.3% | $137,256-90.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.97% | 74.59%-70.6pp | 66.58%-62.6pp | 220.34%-216.4pp |
| Employer contribution / active EE | $24,664 | $4,804+413.4% | $4,554+441.5% | $4,156+493.5% |
| Participant deferral / active EE | $7,331 | $8,216-10.8% | $7,897-7.2% | $6,407+14.4% |
| Admin fee / account holder | $91,213 | $14,344+535.9% | $13,129+594.7% | $12,270+643.4% |