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 | $10,528 | $217,432-95.2% | $185,849-94.3% | $167,536-93.7% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 6.63% | 148.42%-141.8pp | 122.10%-115.5pp | 478.82%-472.2pp |
| Employer contribution / active EE | $1,512 | $5,875-74.3% | $5,169-70.8% | $4,839-68.8% |
| Participant deferral / active EE | $3,541 | $6,357-44.3% | $5,569-36.4% | $6,342-44.2% |
| Admin fee / account holder | $5,870 | $19,818-70.4% | $16,244-63.9% | $12,315-52.3% |