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 | $17,629 | $113,941-84.5% | $94,229-81.3% | $125,389-85.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.15% | 5.29%-9.4pp | 10.68%-14.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $3,500 | $4,727-26.0% | $3,587-2.4% | $4,866-28.1% |
| Participant deferral / active EE | $5,761 | $5,179+11.2% | $4,320+33.3% | $5,352+7.6% |
| Admin fee / account holder | $875 | $8,392-89.6% | $6,269-86.0% | $9,541-90.8% |