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 | $31,748 | $183,988-82.7% | $162,177-80.4% | $152,897-79.2% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.6%-6.3pp | 82.5%-1.2pp |
| Annual return | 12.15% | 150.79%-138.6pp | 115.60%-103.5pp | 345.43%-333.3pp |
| Employer contribution / active EE | $2,037 | $6,370-68.0% | $5,613-63.7% | $4,764-57.2% |
| Participant deferral / active EE | $4,871 | $8,032-39.4% | $7,297-33.2% | $5,851-16.8% |
| Admin fee / account holder | $8,271 | $13,123-37.0% | $10,843-23.7% | $11,599-28.7% |