Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,319 | $117,829-88.7% | $102,423-87.0% | $145,877-90.9% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-7.0pp |
| Annual return | 8.42% | 31.83%-23.4pp | 29.42%-21.0pp | 551.28%-542.9pp |
| Employer contribution / active EE | $3,214 | $3,615-11.1% | $3,023+6.3% | $4,663-31.1% |
| Participant deferral / active EE | $3,540 | $5,732-38.2% | $5,054-30.0% | $6,691-47.1% |
| Admin fee / account holder | $11,223 | $13,335-15.8% | $9,455+18.7% | $13,402-16.3% |