Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,790 | $171,867-86.2% | $149,721-84.1% | $147,586-83.9% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 6.90% | 2113.36%-2106.5pp | 1501.67%-1494.8pp | 578.59%-571.7pp |
| Employer contribution / active EE | $2,876 | $6,275-54.2% | $5,444-47.2% | $4,876-41.0% |
| Participant deferral / active EE | $5,923 | $7,270-18.5% | $6,568-9.8% | $5,439+8.9% |
| Admin fee / account holder | $65,779 | $13,799+376.7% | $11,282+483.0% | $10,886+504.3% |