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 | $14,353 | $155,555-90.8% | $146,866-90.2% | $155,188-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 3.74% | 115.41%-111.7pp | 102.85%-99.1pp | 148.84%-145.1pp |
| Employer contribution / active EE | $3,640 | $4,647-21.7% | $4,425-17.7% | $4,248-14.3% |
| Participant deferral / active EE | $3,640 | $8,044-54.8% | $7,759-53.1% | $6,531-44.3% |
| Admin fee / account holder | $43,464 | $14,755+194.6% | $13,620+219.1% | $14,480+200.2% |