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 | $9,249 | $56,894-83.7% | $84,753-89.1% | $62,881-85.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.79% | 6.30%-4.5pp | 22.78%-21.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,842 | $2,400-23.2% | $3,574-48.5% | $2,281-19.2% |
| Participant deferral / active EE | $1,484 | $2,709-45.2% | $3,712-60.0% | $3,203-53.7% |
| Admin fee / account holder | $3,144 | $3,581-12.2% | $5,333-41.1% | $4,296-26.8% |