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 | $4,515 | $183,592-97.5% | $155,574-97.1% | $145,877-96.9% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 4.18% | 61.37%-57.2pp | 64.87%-60.7pp | 551.28%-547.1pp |
| Employer contribution / active EE | $2,648 | $5,317-50.2% | $4,676-43.4% | $4,663-43.2% |
| Participant deferral / active EE | $2,288 | $6,466-64.6% | $5,629-59.4% | $6,691-65.8% |
| Admin fee / account holder | $116,597 | $19,316+503.6% | $15,914+632.7% | $13,402+770.0% |