Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,610 | $155,555-95.1% | $146,866-94.8% | $155,188-95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 1.46% | 115.41%-114.0pp | 102.85%-101.4pp | 148.84%-147.4pp |
| Employer contribution / active EE | $6,092 | $4,647+31.1% | $4,425+37.7% | $4,248+43.4% |
| Participant deferral / active EE | $11,327 | $8,044+40.8% | $7,759+46.0% | $6,531+73.4% |
| Admin fee / account holder | $32,836 | $14,755+122.5% | $13,620+141.1% | $14,480+126.8% |