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 | $4,955 | $181,062-97.3% | $158,223-96.9% | $155,188-96.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 0.38% | 57.39%-57.0pp | 52.09%-51.7pp | 148.84%-148.5pp |
| Employer contribution / active EE | $1,886 | $4,565-58.7% | $4,109-54.1% | $4,248-55.6% |
| Participant deferral / active EE | $2,245 | $6,134-63.4% | $5,467-58.9% | $6,531-65.6% |
| Admin fee / account holder | $3,174 | $18,825-83.1% | $16,047-80.2% | $14,480-78.1% |