Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,010 | $49,280-75.6% | $67,313-82.2% | $64,181-81.3% |
| Participation rate | 78.8% | 60.8%+18.0pp | 69.1%+9.7pp | 69.6%+9.2pp |
| Annual return | -8.89% | -1.39%-7.5pp | -4.08%-4.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,147 | $1,668+28.7% | $2,566-16.3% | $2,381-9.8% |
| Participant deferral / active EE | $3,114 | $2,484+25.3% | $3,568-12.7% | $3,470-10.3% |
| Admin fee / account holder | $991 | $3,863-74.4% | $4,507-78.0% | $4,887-79.7% |