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 | $15,056 | $202,342-92.6% | $172,753-91.3% | $152,909-90.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.86% | 1029.88%-1018.0pp | 803.00%-791.1pp | 345.46%-333.6pp |
| Employer contribution / active EE | $2,326 | $5,857-60.3% | $5,144-54.8% | $4,764-51.2% |
| Participant deferral / active EE | $5,123 | $5,948-13.9% | $5,198-1.4% | $5,851-12.5% |
| Admin fee / account holder | $12,091 | $17,112-29.3% | $13,956-13.4% | $11,601+4.2% |