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 | $16,400 | $64,719-74.7% | $112,249-85.4% | $68,486-76.1% |
| Participation rate | 72.3% | 67.2%+5.1pp | 75.1%-2.8pp | 67.9%+4.4pp |
| Annual return | -20.17% | -11.40%-8.8pp | 27.48%-47.7pp | -7.85%-12.3pp |
| Employer contribution / active EE | $750 | $2,747-72.7% | $3,636-79.4% | $2,597-71.1% |
| Participant deferral / active EE | $2,283 | $3,565-36.0% | $4,729-51.7% | $4,028-43.3% |
| Admin fee / account holder | $441 | $5,232-91.6% | $6,412-93.1% | $5,404-91.8% |