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 | $15,925 | $156,398-89.8% | $147,318-89.2% | $138,895-88.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 6.59% | 78.75%-72.2pp | 70.43%-63.8pp | 145.39%-138.8pp |
| Employer contribution / active EE | $1,836 | $4,853-62.2% | $4,593-60.0% | $4,194-56.2% |
| Participant deferral / active EE | $3,629 | $8,237-55.9% | $7,906-54.1% | $6,396-43.3% |
| Admin fee / account holder | $1,612 | $14,976-89.2% | $13,708-88.2% | $12,562-87.2% |