Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,511 | $156,398-92.6% | $147,318-92.2% | $138,895-91.7% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 5.41% | 78.75%-73.3pp | 70.43%-65.0pp | 145.39%-140.0pp |
| Employer contribution / active EE | $1,644 | $4,853-66.1% | $4,593-64.2% | $4,194-60.8% |
| Participant deferral / active EE | $3,707 | $8,237-55.0% | $7,906-53.1% | $6,396-42.0% |
| Admin fee / account holder | $24,236 | $14,976+61.8% | $13,708+76.8% | $12,562+92.9% |