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 | $7,067 | $114,013-93.8% | $103,693-93.2% | $155,188-95.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 6.53% | 49.31%-42.8pp | 47.61%-41.1pp | 148.84%-142.3pp |
| Employer contribution / active EE | $1,104 | $3,131-64.7% | $2,920-62.2% | $4,248-74.0% |
| Participant deferral / active EE | $1,403 | $4,970-71.8% | $4,579-69.4% | $6,531-78.5% |
| Admin fee / account holder | $17,493 | $8,407+108.1% | $7,858+122.6% | $14,480+20.8% |