Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,830 | $117,829-94.2% | $102,423-93.3% | $145,877-95.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.80% | 31.83%-24.0pp | 29.42%-21.6pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,886 | $3,615-47.8% | $3,023-37.6% | $4,663-59.5% |
| Participant deferral / active EE | $3,068 | $5,732-46.5% | $5,054-39.3% | $6,691-54.1% |
| Admin fee / account holder | $5,427 | $13,335-59.3% | $9,455-42.6% | $13,402-59.5% |