Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,309 | $117,846-85.3% | $102,434-83.1% | $145,884-88.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 6.27% | 31.90%-25.6pp | 29.46%-23.2pp | 551.85%-545.6pp |
| Employer contribution / active EE | $1,869 | $3,615-48.3% | $3,023-38.2% | $4,662-59.9% |
| Participant deferral / active EE | $2,222 | $5,733-61.2% | $5,055-56.0% | $6,690-66.8% |
| Admin fee / account holder | $18,456 | $13,356+38.2% | $9,462+95.1% | $13,392+37.8% |