Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,553 | $45,872-87.9% | $77,081-92.8% | $68,495-91.9% |
| Participation rate | 92.5% | 55.9%+36.6pp | 67.9%+24.6pp | 67.9%+24.6pp |
| Annual return | -20.07% | 1.73%-21.8pp | 42.33%-62.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,200 | $1,650-27.2% | $2,813-57.3% | $2,596-53.8% |
| Participant deferral / active EE | $2,295 | $2,963-22.5% | $4,428-48.2% | $4,028-43.0% |
| Admin fee / account holder | $1,346 | $3,041-55.7% | $5,427-75.2% | $5,403-75.1% |