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 | $12,279 | $211,105-94.2% | $178,449-93.1% | $145,978-91.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 5.94% | 30.19%-24.3pp | 27.09%-21.2pp | 550.52%-544.6pp |
| Employer contribution / active EE | $2,466 | $4,569-46.0% | $3,951-37.6% | $4,662-47.1% |
| Participant deferral / active EE | $2,980 | $6,959-57.2% | $6,277-52.5% | $6,690-55.5% |
| Admin fee / account holder | $25,734 | $12,017+114.1% | $10,362+148.3% | $13,400+92.0% |