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 | $16,703 | $178,174-90.6% | $156,181-89.3% | $137,256-87.8% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 2.04% | 84.19%-82.1pp | 64.87%-62.8pp | 220.34%-218.3pp |
| Employer contribution / active EE | $2,839 | $4,972-42.9% | $4,294-33.9% | $4,156-31.7% |
| Participant deferral / active EE | $8,343 | $6,888+21.1% | $6,132+36.1% | $6,407+30.2% |
| Admin fee / account holder | $109,375 | $17,404+528.4% | $14,586+649.9% | $12,270+791.4% |