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 | $12,820 | $99,875-87.2% | $146,866-91.3% | $86,983-85.3% |
| Participation rate | 86.4% | 75.8%+10.6pp | 82.5%+3.9pp | 69.5%+16.8pp |
| Annual return | -9.02% | 28.10%-37.1pp | 102.85%-111.9pp | 25.83%-34.9pp |
| Employer contribution / active EE | $1,543 | $3,224-52.1% | $4,425-65.1% | $2,584-40.3% |
| Participant deferral / active EE | $3,195 | $6,322-49.5% | $7,759-58.8% | $4,194-23.8% |
| Admin fee / account holder | $3,606 | $7,838-54.0% | $13,620-73.5% | $7,856-54.1% |