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 | $17,859 | $76,367-76.6% | $93,614-80.9% | $72,983-75.5% |
| Participation rate | 73.3% | 71.7%+1.6pp | 75.8%-2.5pp | 69.5%+3.8pp |
| Annual return | 15.42% | 25.82%-10.4pp | 32.76%-17.3pp | 81.01%-65.6pp |
| Employer contribution / active EE | $777 | $2,275-65.9% | $2,718-71.4% | $2,440-68.2% |
| Participant deferral / active EE | $1,951 | $3,538-44.9% | $4,069-52.1% | $3,608-45.9% |
| Admin fee / account holder | $8,171 | $6,838+19.5% | $7,889+3.6% | $5,124+59.5% |