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 | $11,203 | $52,678-78.7% | $75,784-85.2% | $59,633-81.2% |
| Participation rate | 83.8% | 67.2%+16.6pp | 75.8%+8.0pp | 68.7%+15.1pp |
| Annual return | -3.03% | 2.95%-6.0pp | 9.68%-12.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $5,357 | $2,193+144.2% | $3,323+61.2% | $2,203+143.2% |
| Participant deferral / active EE | $1,610 | $2,591-37.9% | $3,652-55.9% | $3,192-49.6% |
| Admin fee / account holder | $3,565 | $3,610-1.2% | $5,300-32.7% | $4,297-17.0% |