Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $27,590 | $78,428-64.8% | $95,960-71.2% | $79,852-65.4% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 6.18% | 19.37%-13.2pp | 91.63%-85.5pp | 31.72%-25.5pp |
| Employer contribution / active EE | $1,395 | $1,945-28.3% | $2,541-45.1% | $2,471-43.5% |
| Participant deferral / active EE | $2,676 | $3,440-22.2% | $4,167-35.8% | $3,740-28.5% |
| Admin fee / account holder | $7,468 | $5,622+32.8% | $6,797+9.9% | $5,306+40.7% |