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 | $36,051 | $109,359-67.0% | $162,185-77.8% | $72,976-50.6% |
| Participation rate | 88.4% | 84.3%+4.1pp | 87.6%+0.8pp | 69.5%+18.9pp |
| Annual return | 4.42% | 25.46%-21.0pp | 115.61%-111.2pp | 81.02%-76.6pp |
| Employer contribution / active EE | $1,395 | $3,907-64.3% | $5,613-75.1% | $2,440-42.8% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $798 | $7,972-90.0% | $10,844-92.6% | $5,124-84.4% |