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 | $15,869 | $68,880-77.0% | $120,580-86.8% | $80,959-80.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 7.70% | 23.68%-16.0pp | 107.48%-99.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $3,549 | $2,066+71.7% | $3,469+2.3% | $2,757+28.7% |
| Participant deferral / active EE | $1,669 | $3,191-47.7% | $4,995-66.6% | $4,300-61.2% |
| Admin fee / account holder | $806 | $5,785-86.1% | $9,418-91.4% | $6,925-88.4% |