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% | $155,567-92.6% | $145,959-92.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 6.25% | 61.24%-55.0pp | 64.74%-58.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $1,130 | $5,315-78.7% | $4,674-75.8% | $4,661-75.8% |
| Participant deferral / active EE | $3,675 | $6,464-43.1% | $5,628-34.7% | $6,689-45.1% |
| Admin fee / account holder | $5,209 | $19,318-73.0% | $15,916-67.3% | $13,398-61.1% |