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 | $11,121 | $107,666-89.7% | $102,184-89.1% | $154,746-92.8% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 6.28% | 29.33%-23.1pp | 31.58%-25.3pp | 172.34%-166.1pp |
| Employer contribution / active EE | $1,852 | $3,846-51.9% | $3,594-48.5% | $4,379-57.7% |
| Participant deferral / active EE | $3,567 | $8,719-59.1% | $8,309-57.1% | $6,730-47.0% |
| Admin fee / account holder | $6,219 | $12,943-52.0% | $11,609-46.4% | $14,365-56.7% |