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 | $20,053 | $96,731-79.3% | $123,973-83.8% | $86,983-76.9% |
| Participation rate | 87.3% | 70.0%+17.3pp | 76.7%+10.6pp | 69.5%+17.7pp |
| Annual return | 9.87% | 17.33%-7.5pp | 388.13%-378.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $2,211 | $3,297-32.9% | $4,126-46.4% | $2,584-14.4% |
| Participant deferral / active EE | $2,255 | $4,152-45.7% | $5,247-57.0% | $4,194-46.2% |
| Admin fee / account holder | $6,287 | $8,722-27.9% | $11,799-46.7% | $7,856-20.0% |