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 | $23,812 | $98,776-75.9% | $149,745-84.1% | $79,856-70.2% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 10.15% | 27.38%-17.2pp | 276.72%-266.6pp | 31.71%-21.6pp |
| Employer contribution / active EE | $3,777 | $3,217+17.4% | $4,646-18.7% | $2,471+52.8% |
| Participant deferral / active EE | $4,692 | $5,681-17.4% | $6,843-31.4% | $3,741+25.4% |
| Admin fee / account holder | $19,785 | $6,053+226.9% | $9,312+112.5% | $5,306+272.9% |