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 | $21,254 | $140,592-84.9% | $123,106-82.7% | $125,388-83.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -25.45% | 16.80%-42.2pp | 13.22%-38.7pp | 282.24%-307.7pp |
| Employer contribution / active EE | $2,381 | $6,041-60.6% | $5,151-53.8% | $4,866-51.1% |
| Participant deferral / active EE | $12,679 | $6,980+81.6% | $6,229+103.5% | $5,352+136.9% |
| Admin fee / account holder | $2,586 | $11,198-76.9% | $9,015-71.3% | $9,541-72.9% |