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 | $18,855 | $87,037-78.3% | $106,201-82.2% | $80,874-76.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.15% | 17.05%-6.9pp | 116.26%-106.1pp | 35.62%-25.5pp |
| Employer contribution / active EE | $4,991 | $2,396+108.3% | $3,170+57.5% | $2,756+81.1% |
| Participant deferral / active EE | $2,630 | $3,986-34.0% | $5,012-47.5% | $4,297-38.8% |
| Admin fee / account holder | $2,591 | $8,434-69.3% | $11,039-76.5% | $6,935-62.6% |