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 | $13,611 | $68,681-80.2% | $86,625-84.3% | $85,851-84.1% |
| Participation rate | 88.9% | 66.4%+22.5pp | 71.6%+17.2pp | 69.3%+19.6pp |
| Annual return | 8.47% | 20.12%-11.7pp | 63.52%-55.1pp | 318.63%-310.2pp |
| Employer contribution / active EE | $1,289 | $1,880-31.5% | $2,496-48.4% | $2,565-49.8% |
| Participant deferral / active EE | $3,257 | $2,919+11.6% | $3,700-12.0% | $3,952-17.6% |
| Admin fee / account holder | $3,360 | $5,974-43.8% | $5,830-42.4% | $6,261-46.3% |