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 | $12,794 | $209,422-93.9% | $178,503-92.8% | $158,982-92.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.03% | 188.81%-183.8pp | 151.12%-146.1pp | 302.99%-298.0pp |
| Employer contribution / active EE | $2,767 | $5,707-51.5% | $5,011-44.8% | $4,763-41.9% |
| Participant deferral / active EE | $4,890 | $5,955-17.9% | $5,202-6.0% | $5,983-18.3% |
| Admin fee / account holder | $431 | $17,079-97.5% | $13,987-96.9% | $11,252-96.2% |