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 | $12,040 | $150,207-92.0% | $120,380-90.0% | $145,978-91.8% |
| Participation rate | 77.8% | 78.8%-1.0pp | 71.9%+5.9pp | 80.3%-2.5pp |
| Annual return | 6.02% | 154.28%-148.3pp | 107.28%-101.3pp | 550.52%-544.5pp |
| Employer contribution / active EE | $1,473 | $4,351-66.1% | $3,465-57.5% | $4,662-68.4% |
| Participant deferral / active EE | $2,511 | $6,175-59.3% | $4,992-49.7% | $6,690-62.5% |
| Admin fee / account holder | $1,479 | $12,203-87.9% | $9,421-84.3% | $13,400-89.0% |