Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,860 | $166,089-95.9% | $164,928-95.8% | $145,978-95.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 8.32% | 100.26%-91.9pp | 70.08%-61.8pp | 550.52%-542.2pp |
| Employer contribution / active EE | $1,328 | $5,276-74.8% | $4,343-69.4% | $4,662-71.5% |
| Participant deferral / active EE | $3,254 | $6,961-53.3% | $6,034-46.1% | $6,690-51.4% |
| Admin fee / account holder | $4,336 | $16,641-73.9% | $12,684-65.8% | $13,400-67.6% |