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 | $7,917 | $109,411-92.8% | $89,435-91.1% | $158,982-95.0% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.0%+22.9pp | 82.0%+8.9pp |
| Annual return | 2.41% | 345.68%-343.3pp | 245.55%-243.1pp | 302.99%-300.6pp |
| Employer contribution / active EE | $1,213 | $3,173-61.8% | $2,587-53.1% | $4,763-74.5% |
| Participant deferral / active EE | $2,809 | $4,600-38.9% | $3,890-27.8% | $5,983-53.1% |
| Admin fee / account holder | $2,558 | $6,159-58.5% | $4,884-47.6% | $11,252-77.3% |