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 | $10,879 | $54,541-80.1% | $78,778-86.2% | $70,126-84.5% |
| Participation rate | 76.9% | 60.8%+16.1pp | 69.2%+7.7pp | 69.5%+7.4pp |
| Annual return | 9.92% | 21.07%-11.1pp | 35.62%-25.7pp | 73.15%-63.2pp |
| Employer contribution / active EE | $1,222 | $1,089+12.2% | $1,986-38.5% | $2,343-47.9% |
| Participant deferral / active EE | $1,192 | $2,210-46.1% | $2,958-59.7% | $3,332-64.2% |
| Admin fee / account holder | $3,736 | $3,709+0.7% | $5,134-27.2% | $4,645-19.6% |