Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,109 | $106,749-78.4% | $145,433-84.1% | $82,448-72.0% |
| Participation rate | 95.9% | 75.6%+20.2pp | 82.1%+13.8pp | 68.1%+27.8pp |
| Annual return | -9.98% | 27.59%-37.6pp | 66.58%-76.6pp | 41.64%-51.6pp |
| Employer contribution / active EE | $3,777 | $3,444+9.7% | $4,554-17.1% | $2,551+48.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $686 | $8,390-91.8% | $13,129-94.8% | $7,234-90.5% |