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 | $5,184 | $124,351-95.8% | $109,188-95.3% | $167,553-96.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 5.12% | 26.04%-20.9pp | 25.76%-20.6pp | 478.89%-473.8pp |
| Employer contribution / active EE | $1,048 | $4,210-75.1% | $3,723-71.8% | $4,840-78.3% |
| Participant deferral / active EE | $1,956 | $5,257-62.8% | $4,654-58.0% | $6,343-69.2% |
| Admin fee / account holder | $309 | $7,975-96.1% | $6,755-95.4% | $12,316-97.5% |