Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,297 | $134,817-89.4% | $123,973-88.5% | $155,188-90.8% |
| Participation rate | 90.5% | 79.4%+11.1pp | 76.7%+13.8pp | 80.8%+9.7pp |
| Annual return | 5.14% | 515.49%-510.4pp | 388.13%-383.0pp | 148.84%-143.7pp |
| Employer contribution / active EE | $1,882 | $4,425-57.5% | $4,126-54.4% | $4,248-55.7% |
| Participant deferral / active EE | $3,417 | $5,706-40.1% | $5,247-34.9% | $6,531-47.7% |
| Admin fee / account holder | $616 | $13,245-95.4% | $11,799-94.8% | $14,480-95.7% |