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 | $8,866 | $97,289-90.9% | $92,805-90.4% | $155,188-94.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 10.01% | 29.03%-19.0pp | 31.59%-21.6pp | 148.84%-138.8pp |
| Employer contribution / active EE | $2,983 | $3,632-17.9% | $3,424-12.9% | $4,248-29.8% |
| Participant deferral / active EE | $3,618 | $8,795-58.9% | $8,448-57.2% | $6,531-44.6% |
| Admin fee / account holder | $9,635 | $12,015-19.8% | $10,911-11.7% | $14,480-33.5% |