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 | $4,861 | $106,588-95.4% | $94,215-94.8% | $155,188-96.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | -0.80% | 29.39%-30.2pp | 28.22%-29.0pp | 148.84%-149.6pp |
| Employer contribution / active EE | $1,101 | $3,080-64.2% | $2,675-58.8% | $4,248-74.1% |
| Participant deferral / active EE | $1,691 | $4,802-64.8% | $4,276-60.5% | $6,531-74.1% |
| Admin fee / account holder | $1,328 | $12,281-89.2% | $10,216-87.0% | $14,480-90.8% |