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 | $23,027 | $102,422-77.5% | $147,117-84.3% | $80,959-71.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.29% | 135.16%-126.9pp | 420.54%-412.2pp | 35.67%-27.4pp |
| Employer contribution / active EE | $2,121 | $3,717-42.9% | $4,932-57.0% | $2,757-23.1% |
| Participant deferral / active EE | $3,057 | $6,652-54.0% | $8,065-62.1% | $4,300-28.9% |
| Admin fee / account holder | $11,336 | $7,953+42.5% | $12,993-12.8% | $6,925+63.7% |