Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,118 | $175,231-90.8% | $149,696-89.2% | $139,466-88.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.14% | 166.77%-165.6pp | 134.46%-133.3pp | 373.66%-372.5pp |
| Employer contribution / active EE | $6,688 | $5,478+22.1% | $4,821+38.7% | $4,754+40.7% |
| Participant deferral / active EE | $19,717 | $6,521+202.3% | $5,682+247.0% | $6,712+193.8% |
| Admin fee / account holder | $20,333 | $16,155+25.9% | $13,212+53.9% | $11,409+78.2% |