Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,891 | $81,487-79.3% | $102,412-83.5% | $80,935-79.1% |
| Participation rate | 88.4% | 66.8%+21.5pp | 74.5%+13.9pp | 67.7%+20.7pp |
| Annual return | 9.09% | 25.60%-16.5pp | 24.94%-15.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,979 | $3,103-4.0% | $3,870-23.0% | $2,757+8.1% |
| Participant deferral / active EE | $1,851 | $3,871-52.2% | $5,060-63.4% | $4,299-57.0% |
| Admin fee / account holder | $2,924 | $6,717-56.5% | $8,388-65.1% | $6,924-57.8% |