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 | $3,575 | $59,813-94.0% | $79,580-95.5% | $68,486-94.8% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.5%+12.7pp | 67.9%+14.2pp |
| Annual return | -24.52% | -12.30%-12.2pp | 0.15%-24.7pp | -7.85%-16.7pp |
| Employer contribution / active EE | $1,348 | $1,505-10.5% | $2,413-44.2% | $2,597-48.1% |
| Participant deferral / active EE | $1,878 | $3,024-37.9% | $3,985-52.9% | $4,028-53.4% |
| Admin fee / account holder | $848 | $4,835-82.5% | $6,835-87.6% | $5,404-84.3% |