Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,228 | $202,342-90.5% | $172,753-88.9% | $152,909-87.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 0.23% | 1029.88%-1029.7pp | 803.00%-802.8pp | 345.46%-345.2pp |
| Employer contribution / active EE | $2,784 | $5,857-52.5% | $5,144-45.9% | $4,764-41.6% |
| Participant deferral / active EE | $3,806 | $5,948-36.0% | $5,198-26.8% | $5,851-35.0% |
| Admin fee / account holder | $471 | $17,112-97.2% | $13,956-96.6% | $11,601-95.9% |