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 | $13,443 | $118,488-88.7% | $98,462-86.3% | $139,487-90.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -0.85% | 18.96%-19.8pp | 21.17%-22.0pp | 373.84%-374.7pp |
| Employer contribution / active EE | $1,070 | $3,611-70.4% | $3,049-64.9% | $4,755-77.5% |
| Participant deferral / active EE | $9,422 | $5,393+74.7% | $4,738+98.8% | $6,713+40.4% |
| Admin fee / account holder | $524 | $13,868-96.2% | $8,875-94.1% | $11,407-95.4% |