Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,303 | $167,504-90.9% | $151,628-89.9% | $134,509-88.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -29.24% | 7.81%-37.0pp | 3.34%-32.6pp | 418.13%-447.4pp |
| Employer contribution / active EE | $1,682 | $6,828-75.4% | $6,165-72.7% | $4,741-64.5% |
| Participant deferral / active EE | $6,958 | $8,985-22.6% | $8,363-16.8% | $6,400+8.7% |
| Admin fee / account holder | $633 | $13,779-95.4% | $11,613-94.5% | $11,427-94.5% |