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 | $21,406 | $157,304-86.4% | $141,197-84.8% | $152,909-86.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 9.23% | 64.34%-55.1pp | 71.41%-62.2pp | 345.46%-336.2pp |
| Employer contribution / active EE | $3,311 | $5,263-37.1% | $4,736-30.1% | $4,764-30.5% |
| Participant deferral / active EE | $7,238 | $7,111+1.8% | $6,710+7.9% | $5,851+23.7% |
| Admin fee / account holder | $43,920 | $12,126+262.2% | $10,265+327.9% | $11,601+278.6% |