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 | $36,680 | $114,712-68.0% | $173,730-78.9% | $87,485-58.1% |
| Participation rate | 80.8% | 73.0%+7.8pp | 79.6%+1.2pp | 68.9%+11.8pp |
| Annual return | 9.93% | 20.18%-10.3pp | 19.96%-10.0pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,402 | $2,904-51.7% | $4,577-69.4% | $2,596-46.0% |
| Participant deferral / active EE | $2,431 | $4,642-47.6% | $6,326-61.6% | $4,274-43.1% |
| Admin fee / account holder | $6,152 | $10,210-39.7% | $17,523-64.9% | $7,775-20.9% |