Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,861 | $80,812-86.6% | $160,784-93.2% | $82,448-86.8% |
| Participation rate | 75.9% | 66.2%+9.6pp | 77.0%-1.1pp | 68.1%+7.8pp |
| Annual return | 11.24% | 100.59%-89.3pp | 1803.92%-1792.7pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,112 | $2,174-48.8% | $3,733-70.2% | $2,551-56.4% |
| Participant deferral / active EE | $2,213 | $4,335-49.0% | $6,293-64.8% | $4,139-46.5% |
| Admin fee / account holder | $5,733 | $7,695-25.5% | $9,717-41.0% | $7,234-20.8% |