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 | $11,465 | $155,555-92.6% | $146,866-92.2% | $155,188-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 5.99% | 115.41%-109.4pp | 102.85%-96.9pp | 148.84%-142.8pp |
| Employer contribution / active EE | $1,659 | $4,647-64.3% | $4,425-62.5% | $4,248-60.9% |
| Participant deferral / active EE | $4,672 | $8,044-41.9% | $7,759-39.8% | $6,531-28.5% |
| Admin fee / account holder | $2,940 | $14,755-80.1% | $13,620-78.4% | $14,480-79.7% |