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 | $8,029 | $87,546-90.8% | $75,784-89.4% | $125,389-93.6% |
| Participation rate | 82.4% | 80.2%+2.2pp | 75.8%+6.5pp | 83.2%-0.8pp |
| Annual return | -4.14% | 13.49%-17.6pp | 9.68%-13.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,521 | $3,930-61.3% | $3,323-54.2% | $4,866-68.7% |
| Participant deferral / active EE | $2,101 | $4,230-50.3% | $3,652-42.5% | $5,352-60.7% |
| Admin fee / account holder | $555 | $6,503-91.5% | $5,300-89.5% | $9,541-94.2% |