Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,068 | $71,878-84.6% | $86,698-87.2% | $68,486-83.8% |
| Participation rate | 78.1% | 72.2%+5.9pp | 76.6%+1.5pp | 67.9%+10.2pp |
| Annual return | -20.52% | 3.53%-24.1pp | 35.95%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $2,603 | $2,173+19.8% | $2,837-8.3% | $2,597+0.2% |
| Participant deferral / active EE | $4,108 | $3,779+8.7% | $4,656-11.8% | $4,028+2.0% |
| Admin fee / account holder | $2,188 | $6,113-64.2% | $7,493-70.8% | $5,404-59.5% |