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 | $23,186 | $65,704-64.7% | $94,229-75.4% | $59,633-61.1% |
| Participation rate | 89.3% | 72.1%+17.2pp | 78.8%+10.5pp | 68.7%+20.6pp |
| Annual return | -3.83% | 5.22%-9.1pp | 10.68%-14.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $1,539 | $2,021-23.8% | $3,587-57.1% | $2,203-30.1% |
| Participant deferral / active EE | $2,062 | $3,143-34.4% | $4,320-52.3% | $3,192-35.4% |
| Admin fee / account holder | $476 | $4,265-88.8% | $6,269-92.4% | $4,297-88.9% |