Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,055 | $61,660-91.8% | $80,022-93.7% | $64,173-92.1% |
| Participation rate | 82.7% | 71.7%+11.0pp | 75.8%+6.9pp | 69.6%+13.1pp |
| Annual return | -51.75% | -0.33%-51.4pp | 11.22%-63.0pp | 7.63%-59.4pp |
| Employer contribution / active EE | $1,546 | $1,810-14.6% | $2,468-37.3% | $2,381-35.1% |
| Participant deferral / active EE | $2,782 | $2,968-6.2% | $3,686-24.5% | $3,470-19.8% |
| Admin fee / account holder | $414 | $5,417-92.4% | $6,521-93.7% | $4,887-91.5% |