Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,283 | $167,352-91.5% | $143,788-90.1% | $134,509-89.4% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -24.39% | 0.47%-24.9pp | -0.03%-24.4pp | 418.13%-442.5pp |
| Employer contribution / active EE | $3,928 | $5,620-30.1% | $4,952-20.7% | $4,741-17.1% |
| Participant deferral / active EE | $8,641 | $6,447+34.0% | $5,638+53.3% | $6,400+35.0% |
| Admin fee / account holder | $3,695 | $18,091-79.6% | $14,675-74.8% | $11,427-67.7% |