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 | $14,200 | $125,797-88.7% | $170,057-91.7% | $75,177-81.1% |
| Participation rate | 84.1% | 83.6%+0.5pp | 87.0%-2.9pp | 67.2%+16.9pp |
| Annual return | 1.34% | 27.20%-25.9pp | 53.42%-52.1pp | 160.75%-159.4pp |
| Employer contribution / active EE | $1,587 | $4,616-65.6% | $6,790-76.6% | $2,671-40.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,411-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,678 | $8,177-79.5% | $12,826-86.9% | $5,651-70.3% |