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 | $12,138 | $157,296-92.3% | $141,191-91.4% | $152,897-92.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 2.07% | 64.34%-62.3pp | 71.41%-69.3pp | 345.43%-343.4pp |
| Employer contribution / active EE | $2,925 | $5,262-44.4% | $4,736-38.2% | $4,764-38.6% |
| Participant deferral / active EE | $2,600 | $7,111-63.4% | $6,710-61.3% | $5,851-55.6% |
| Admin fee / account holder | $31,380 | $12,125+158.8% | $10,264+205.7% | $11,599+170.5% |