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 | $20,386 | $86,298-76.4% | $111,308-81.7% | $85,847-76.3% |
| Participation rate | 77.5% | 73.3%+4.2pp | 77.3%+0.2pp | 69.3%+8.2pp |
| Annual return | 10.37% | 19.99%-9.6pp | 54.67%-44.3pp | 318.61%-308.2pp |
| Employer contribution / active EE | $630 | $2,044-69.2% | $2,732-76.9% | $2,565-75.4% |
| Participant deferral / active EE | $3,496 | $3,641-4.0% | $4,487-22.1% | $3,952-11.5% |
| Admin fee / account holder | $873 | $8,189-89.3% | $7,965-89.0% | $6,261-86.1% |