Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,108 | $212,386-95.7% | $199,883-95.4% | $138,895-93.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.15% | 47.75%-38.6pp | 43.81%-34.7pp | 145.39%-136.2pp |
| Employer contribution / active EE | $2,527 | $6,625-61.9% | $6,261-59.6% | $4,194-39.8% |
| Participant deferral / active EE | $7,549 | $9,617-21.5% | $9,138-17.4% | $6,396+18.0% |
| Admin fee / account holder | $11,061 | $18,233-39.3% | $17,268-35.9% | $12,562-11.9% |