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 | $15,786 | $148,623-89.4% | $135,974-88.4% | $139,466-88.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.21% | 79.30%-72.1pp | 68.30%-61.1pp | 373.66%-366.5pp |
| Employer contribution / active EE | $8,499 | $5,246+62.0% | $4,859+74.9% | $4,754+78.8% |
| Participant deferral / active EE | $10,076 | $8,103+24.4% | $7,760+29.8% | $6,712+50.1% |
| Admin fee / account holder | $14,716 | $12,406+18.6% | $10,767+36.7% | $11,409+29.0% |