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 | $1,978 | $99,053-98.0% | $88,179-97.8% | $138,895-98.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 6.04% | 78.17%-72.1pp | 64.97%-58.9pp | 145.39%-139.4pp |
| Employer contribution / active EE | $1,434 | $2,882-50.3% | $2,549-43.8% | $4,194-65.8% |
| Participant deferral / active EE | $1,682 | $5,225-67.8% | $4,614-63.6% | $6,396-73.7% |
| Admin fee / account holder | $17,476 | $8,748+99.8% | $7,673+127.8% | $12,562+39.1% |