Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,214 | $93,589-78.4% | $135,942-85.1% | $75,181-73.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.25% | 30.90%-21.7pp | 68.28%-59.0pp | 160.69%-151.4pp |
| Employer contribution / active EE | $4,035 | $3,537+14.1% | $4,858-16.9% | $2,671+51.1% |
| Participant deferral / active EE | $2,922 | $6,405-54.4% | $7,759-62.3% | $4,126-29.2% |
| Admin fee / account holder | $989 | $6,977-85.8% | $10,764-90.8% | $5,650-82.5% |