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 | $8,646 | $77,419-88.8% | $69,461-87.6% | $152,870-94.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.72% | 39.07%-37.3pp | 28.97%-27.3pp | 345.34%-343.6pp |
| Employer contribution / active EE | $1,605 | $3,315-51.6% | $2,779-42.3% | $4,763-66.3% |
| Participant deferral / active EE | $2,082 | $4,414-52.8% | $3,536-41.1% | $5,850-64.4% |
| Admin fee / account holder | $4,745 | $6,207-23.6% | $3,840+23.6% | $11,597-59.1% |