Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,152 | $154,228-94.7% | $145,433-94.4% | $137,256-94.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 9.15% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,314 | $4,804-72.7% | $4,554-71.2% | $4,156-68.4% |
| Participant deferral / active EE | $2,760 | $8,216-66.4% | $7,897-65.1% | $6,407-56.9% |
| Admin fee / account holder | $6,262 | $14,344-56.3% | $13,129-52.3% | $12,270-49.0% |