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 | $13,502 | $136,860-90.1% | $120,344-88.8% | $154,746-91.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 3.16% | 21.38%-18.2pp | 20.30%-17.1pp | 172.34%-169.2pp |
| Employer contribution / active EE | $2,322 | $3,533-34.3% | $3,020-23.1% | $4,379-47.0% |
| Participant deferral / active EE | $2,551 | $5,793-56.0% | $5,135-50.3% | $6,730-62.1% |
| Admin fee / account holder | $6,018 | $15,393-60.9% | $12,742-52.8% | $14,365-58.1% |