Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,642 | $174,379-94.5% | $152,093-93.7% | $138,895-93.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.43% | 74.86%-64.4pp | 66.36%-55.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,888 | $4,652-37.9% | $4,175-30.8% | $4,194-31.2% |
| Participant deferral / active EE | $3,728 | $6,159-39.5% | $5,451-31.6% | $6,396-41.7% |
| Admin fee / account holder | $20,256 | $16,880+20.0% | $14,497+39.7% | $12,562+61.2% |