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 | $14,300 | $67,602-78.8% | $82,312-82.6% | $70,126-79.6% |
| Participation rate | 70.8% | 72.8%-1.9pp | 76.9%-6.1pp | 69.5%+1.3pp |
| Annual return | 11.91% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,364 | $1,755-22.3% | $2,428-43.8% | $2,343-41.8% |
| Participant deferral / active EE | $1,596 | $2,987-46.6% | $3,706-56.9% | $3,332-52.1% |
| Admin fee / account holder | $977 | $4,512-78.4% | $5,608-82.6% | $4,645-79.0% |