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 | $12,558 | $165,399-92.4% | $149,745-91.6% | $158,982-92.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.85% | 348.34%-347.5pp | 276.72%-275.9pp | 302.99%-302.1pp |
| Employer contribution / active EE | $17,462 | $5,105+242.1% | $4,646+275.9% | $4,763+266.6% |
| Participant deferral / active EE | $3,923 | $7,183-45.4% | $6,843-42.7% | $5,983-34.4% |
| Admin fee / account holder | $34,641 | $10,811+220.4% | $9,312+272.0% | $11,252+207.9% |