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 | $15,632 | $127,387-87.7% | $115,038-86.4% | $125,389-87.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -10.35% | 31.28%-41.6pp | 26.14%-36.5pp | 282.24%-292.6pp |
| Employer contribution / active EE | $6,218 | $5,166+20.4% | $4,608+34.9% | $4,866+27.8% |
| Participant deferral / active EE | $3,910 | $6,423-39.1% | $6,026-35.1% | $5,352-26.9% |
| Admin fee / account holder | $1,773 | $9,516-81.4% | $8,175-78.3% | $9,541-81.4% |