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 | $14,127 | $154,228-90.8% | $145,433-90.3% | $137,256-89.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.76% | 74.59%-65.8pp | 66.58%-57.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $4,360 | $4,804-9.2% | $4,554-4.3% | $4,156+4.9% |
| Participant deferral / active EE | $5,450 | $8,216-33.7% | $7,897-31.0% | $6,407-14.9% |
| Admin fee / account holder | $13,228 | $14,344-7.8% | $13,129+0.8% | $12,270+7.8% |