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 | $25,505 | $202,342-87.4% | $172,752-85.2% | $152,897-83.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 5.98% | 1029.83%-1023.9pp | 802.97%-797.0pp | 345.43%-339.5pp |
| Employer contribution / active EE | $1,594 | $5,858-72.8% | $5,144-69.0% | $4,764-66.5% |
| Participant deferral / active EE | $7,573 | $5,948+27.3% | $5,198+45.7% | $5,851+29.4% |
| Admin fee / account holder | $12,433 | $17,111-27.3% | $13,955-10.9% | $11,599+7.2% |