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 | $14,889 | $135,956-89.0% | $123,894-88.0% | $273,972-94.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.31% | 56.63%-55.3pp | 47.52%-46.2pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,127 | $5,170-58.9% | $4,617-53.9% | $4,869-56.3% |
| Participant deferral / active EE | $5,575 | $6,343-12.1% | $5,984-6.8% | $5,287+5.4% |
| Admin fee / account holder | $75,457 | $9,817+668.6% | $8,357+802.9% | $10,133+644.7% |