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 | $19,815 | $180,028-89.0% | $138,135-85.7% | $158,982-87.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 0.25% | 21.68%-21.4pp | 20.51%-20.3pp | 302.99%-302.7pp |
| Employer contribution / active EE | $0 | $7,470-100.0% | $5,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,852 | $7,717+27.7% | $6,431+53.2% | $5,983+64.7% |
| Admin fee / account holder | $25,661 | $17,912+43.3% | $11,856+116.4% | $11,252+128.1% |