Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,907 | $57,073-93.2% | $85,126-95.4% | $80,925-95.2% |
| Participation rate | 85.7% | 56.4%+29.3pp | 67.5%+18.2pp | 67.7%+18.1pp |
| Annual return | 9.45% | 21.69%-12.2pp | 66.63%-57.2pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,131 | $1,801-37.2% | $2,731-58.6% | $2,756-59.0% |
| Participant deferral / active EE | $1,697 | $3,113-45.5% | $4,523-62.5% | $4,299-60.5% |
| Admin fee / account holder | $470 | $4,988-90.6% | $6,160-92.4% | $6,940-93.2% |