Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,328 | $148,623-95.7% | $135,974-95.3% | $139,466-95.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.11% | 79.30%-68.2pp | 68.30%-57.2pp | 373.66%-362.6pp |
| Employer contribution / active EE | $5,845 | $5,246+11.4% | $4,859+20.3% | $4,754+23.0% |
| Participant deferral / active EE | $9,504 | $8,103+17.3% | $7,760+22.5% | $6,712+41.6% |
| Admin fee / account holder | $15,649 | $12,406+26.1% | $10,767+45.4% | $11,409+37.2% |