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 | $21,956 | $162,812-86.5% | $133,971-83.6% | $158,966-86.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.42% | 41.94%-37.5pp | 45.09%-40.7pp | 302.95%-298.5pp |
| Employer contribution / active EE | $2,149 | $4,976-56.8% | $3,919-45.2% | $4,762-54.9% |
| Participant deferral / active EE | $18,324 | $5,910+210.0% | $5,047+263.1% | $5,983+206.3% |
| Admin fee / account holder | $641,870 | $11,741+5366.9% | $8,929+7088.3% | $11,250+5605.5% |