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 | $26,891 | $86,938-69.1% | $102,423-73.7% | $80,925-66.8% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.7%+30.2pp |
| Annual return | 8.14% | 18.89%-10.7pp | 29.42%-21.3pp | 35.65%-27.5pp |
| Employer contribution / active EE | $1,460 | $2,369-38.4% | $3,023-51.7% | $2,756-47.0% |
| Participant deferral / active EE | $3,465 | $4,120-15.9% | $5,054-31.4% | $4,299-19.4% |
| Admin fee / account holder | $3,127 | $8,053-61.2% | $9,455-66.9% | $6,940-54.9% |