Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,528 | $77,816-77.5% | $123,552-85.8% | $64,173-72.7% |
| Participation rate | 71.7% | 74.7%-3.0pp | 82.3%-10.6pp | 69.6%+2.1pp |
| Annual return | -8.76% | 12.49%-21.2pp | 119.20%-128.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,918 | $5,240-25.2% | $6,426-39.0% | $3,470+12.9% |
| Admin fee / account holder | $3,080 | $5,519-44.2% | $9,285-66.8% | $4,887-37.0% |