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 | $23,753 | $138,385-82.8% | $184,243-87.1% | $80,925-70.6% |
| Participation rate | 76.6% | 83.9%-7.3pp | 86.8%-10.2pp | 67.7%+9.0pp |
| Annual return | 10.53% | 20.02%-9.5pp | 28.82%-18.3pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,039 | $7,075-28.8% | $9,132-44.8% | $4,299+17.2% |
| Admin fee / account holder | $2,903 | $10,489-72.3% | $13,914-79.1% | $6,940-58.2% |