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 | $9,849 | $77,472-87.3% | $100,415-90.2% | $80,959-87.8% |
| Participation rate | 84.6% | 76.9%+7.7pp | 81.5%+3.1pp | 67.7%+16.9pp |
| Annual return | 8.65% | 37.26%-28.6pp | 49.47%-40.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $2,931 | $2,800+4.7% | $3,943-25.7% | $2,757+6.3% |
| Participant deferral / active EE | $5,604 | $6,818-17.8% | $8,091-30.7% | $4,300+30.3% |
| Admin fee / account holder | $8,649 | $5,885+47.0% | $7,906+9.4% | $6,925+24.9% |