Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $40,051 | $143,969-72.2% | $199,883-80.0% | $82,637-51.5% |
| Participation rate | 89.2% | 84.1%+5.0pp | 86.8%+2.4pp | 68.1%+21.1pp |
| Annual return | 8.82% | 25.67%-16.9pp | 43.81%-35.0pp | 53.51%-44.7pp |
| Employer contribution / active EE | $2,736 | $4,632-40.9% | $6,261-56.3% | $2,552+7.2% |
| Participant deferral / active EE | $5,746 | $6,937-17.2% | $9,138-37.1% | $4,126+39.3% |
| Admin fee / account holder | $36,265 | $14,597+148.4% | $17,268+110.0% | $7,339+394.2% |