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 | $17,040 | $76,551-77.7% | $123,894-86.2% | $62,881-72.9% |
| Participation rate | 98.6% | 73.0%+25.6pp | 81.4%+17.2pp | 69.3%+29.3pp |
| Annual return | 2.94% | 18.68%-15.7pp | 47.52%-44.6pp | 20.14%-17.2pp |
| Employer contribution / active EE | $685 | $2,882-76.2% | $4,617-85.2% | $2,281-70.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $532 | $4,826-89.0% | $8,357-93.6% | $4,296-87.6% |