Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,139 | $123,478-66.7% | $216,567-81.0% | $94,015-56.2% |
| Participation rate | 81.8% | 75.1%+6.7pp | 81.6%+0.2pp | 70.8%+11.0pp |
| Annual return | 1.37% | 23.61%-22.2pp | 12.94%-11.6pp | 17.84%-16.5pp |
| Employer contribution / active EE | $2,075 | $3,136-33.8% | $5,216-60.2% | $2,790-25.6% |
| Participant deferral / active EE | $4,002 | $4,556-12.2% | $6,191-35.4% | $4,249-5.8% |
| Admin fee / account holder | $4,100 | $12,753-67.9% | $21,981-81.3% | $8,951-54.2% |