Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,174 | $106,588-93.3% | $94,215-92.4% | $155,188-95.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | -2.15% | 29.39%-31.5pp | 28.22%-30.4pp | 148.84%-151.0pp |
| Employer contribution / active EE | $1,449 | $3,080-52.9% | $2,675-45.8% | $4,248-65.9% |
| Participant deferral / active EE | $2,289 | $4,802-52.3% | $4,276-46.5% | $6,531-65.0% |
| Admin fee / account holder | $2,164 | $12,281-82.4% | $10,216-78.8% | $14,480-85.1% |