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 | $10,812 | $68,880-84.3% | $120,580-91.0% | $80,959-86.6% |
| Participation rate | 75.6% | 61.7%+13.9pp | 72.0%+3.7pp | 67.7%+7.9pp |
| Annual return | 9.30% | 23.68%-14.4pp | 107.48%-98.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,733 | $2,066-16.1% | $3,469-50.0% | $2,757-37.1% |
| Participant deferral / active EE | $2,035 | $3,191-36.2% | $4,995-59.3% | $4,300-52.7% |
| Admin fee / account holder | $432 | $5,785-92.5% | $9,418-95.4% | $6,925-93.8% |