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 | $21,006 | $81,487-74.2% | $102,412-79.5% | $80,935-74.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.93% | 25.60%-16.7pp | 24.94%-16.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $1,305 | $3,103-58.0% | $3,870-66.3% | $2,757-52.7% |
| Participant deferral / active EE | $2,850 | $3,871-26.4% | $5,060-43.7% | $4,299-33.7% |
| Admin fee / account holder | $7,640 | $6,717+13.7% | $8,388-8.9% | $6,924+10.3% |