Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,606 | $77,472-79.9% | $100,392-84.5% | $80,935-80.7% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.7%+18.1pp |
| Annual return | 8.13% | 37.26%-29.1pp | 49.45%-41.3pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,675 | $2,800-40.2% | $3,941-57.5% | $2,757-39.2% |
| Participant deferral / active EE | $2,993 | $6,818-56.1% | $8,090-63.0% | $4,299-30.4% |
| Admin fee / account holder | $1,023 | $5,885-82.6% | $7,904-87.1% | $6,924-85.2% |