Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,268 | $81,457-91.1% | $103,378-93.0% | $80,911-91.0% |
| Participation rate | 96.2% | 66.8%+29.4pp | 74.5%+21.7pp | 67.6%+28.6pp |
| Annual return | 10.30% | 25.58%-15.3pp | 24.91%-14.6pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,359 | $3,107-56.3% | $3,870-64.9% | $2,756-50.7% |
| Participant deferral / active EE | $2,586 | $3,871-33.2% | $5,058-48.9% | $4,297-39.8% |
| Admin fee / account holder | $1,482 | $6,717-77.9% | $8,401-82.4% | $6,935-78.6% |