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 | $13,116 | $99,032-86.8% | $80,022-83.6% | $135,379-90.3% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -11.35% | 15.39%-26.7pp | 11.22%-22.6pp | 519.79%-531.1pp |
| Employer contribution / active EE | $2,564 | $3,043-15.8% | $2,468+3.9% | $4,779-46.3% |
| Participant deferral / active EE | $5,899 | $4,282+37.8% | $3,686+60.1% | $5,609+5.2% |
| Admin fee / account holder | $1,551 | $10,436-85.1% | $6,521-76.2% | $10,828-85.7% |