Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,012 | $202,345-91.1% | $172,755-89.6% | $152,885-88.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.53% | 1029.77%-1022.2pp | 802.94%-795.4pp | 345.39%-337.9pp |
| Employer contribution / active EE | $1,568 | $5,858-73.2% | $5,144-69.5% | $4,763-67.1% |
| Participant deferral / active EE | $9,431 | $5,948+58.6% | $5,198+81.5% | $5,851+61.2% |
| Admin fee / account holder | $1,412 | $17,111-91.7% | $13,955-89.9% | $11,598-87.8% |