Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $9,088 | $64,719-86.0% | $112,249-91.9% | $68,486-86.7% |
| Participation rate | 76.7% | 67.2%+9.5pp | 75.1%+1.6pp | 67.9%+8.8pp |
| Annual return | -19.69% | -11.40%-8.3pp | 27.48%-47.2pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,302 | $2,747-52.6% | $3,636-64.2% | $2,597-49.8% |
| Participant deferral / active EE | $1,776 | $3,565-50.2% | $4,729-62.5% | $4,028-55.9% |
| Admin fee / account holder | $1,489 | $5,232-71.5% | $6,412-76.8% | $5,404-72.4% |