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 | $26,670 | $83,898-68.2% | $133,346-80.0% | $94,015-71.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 9.18% | 16.00%-6.8pp | 36.85%-27.7pp | 17.84%-8.7pp |
| Employer contribution / active EE | $1,275 | $1,821-30.0% | $2,853-55.3% | $2,790-54.3% |
| Participant deferral / active EE | $1,746 | $3,245-46.2% | $4,332-59.7% | $4,249-58.9% |
| Admin fee / account holder | $4,315 | $7,809-44.7% | $14,264-69.8% | $8,951-51.8% |