Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,404 | $183,539-92.7% | $155,556-91.4% | $145,897-90.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 2.71% | 61.31%-58.6pp | 64.84%-62.1pp | 552.29%-549.6pp |
| Employer contribution / active EE | $2,329 | $5,315-56.2% | $4,675-50.2% | $4,663-50.0% |
| Participant deferral / active EE | $3,098 | $6,467-52.1% | $5,631-45.0% | $6,689-53.7% |
| Admin fee / account holder | $6,352 | $19,275-67.0% | $15,885-60.0% | $13,390-52.6% |