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 | $14,769 | $228,352-93.5% | $185,835-92.1% | $158,966-90.7% |
| Participation rate | 76.9% | 82.3%-5.4pp | 78.0%-1.1pp | 82.0%-5.0pp |
| Annual return | 2.26% | 40.81%-38.6pp | 35.96%-33.7pp | 302.95%-300.7pp |
| Employer contribution / active EE | $1,149 | $4,967-76.9% | $4,087-71.9% | $4,762-75.9% |
| Participant deferral / active EE | $2,013 | $6,416-68.6% | $5,633-64.3% | $5,983-66.4% |
| Admin fee / account holder | $1,896 | $11,867-84.0% | $9,502-80.0% | $11,250-83.1% |