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 | $16,867 | $68,878-75.5% | $120,574-86.0% | $80,935-79.2% |
| Participation rate | 84.8% | 61.7%+23.2pp | 71.9%+12.9pp | 67.7%+17.2pp |
| Annual return | 8.12% | 23.67%-15.5pp | 107.42%-99.3pp | 35.66%-27.5pp |
| Employer contribution / active EE | $1,050 | $2,065-49.2% | $3,471-69.8% | $2,757-61.9% |
| Participant deferral / active EE | $2,139 | $3,189-32.9% | $4,996-57.2% | $4,299-50.2% |
| Admin fee / account holder | $13,759 | $5,782+138.0% | $9,445+45.7% | $6,924+98.7% |