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 | $11,550 | $183,592-93.7% | $155,574-92.6% | $145,877-92.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 6.25% | 61.37%-55.1pp | 64.87%-58.6pp | 551.28%-545.0pp |
| Employer contribution / active EE | $1,130 | $5,317-78.7% | $4,676-75.8% | $4,663-75.8% |
| Participant deferral / active EE | $3,675 | $6,466-43.2% | $5,629-34.7% | $6,691-45.1% |
| Admin fee / account holder | $5,209 | $19,316-73.0% | $15,914-67.3% | $13,402-61.1% |