Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,219 | $112,729-97.1% | $98,716-96.7% | $137,256-97.7% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 0.41% | 38.48%-38.1pp | 31.81%-31.4pp | 220.34%-219.9pp |
| Employer contribution / active EE | $763 | $2,725-72.0% | $2,279-66.5% | $4,156-81.6% |
| Participant deferral / active EE | $1,835 | $4,640-60.5% | $4,048-54.7% | $6,407-71.4% |
| Admin fee / account holder | $1,485 | $10,129-85.3% | $8,703-82.9% | $12,270-87.9% |