Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,281 | $67,602-75.9% | $82,312-80.2% | $70,126-76.8% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 10.88% | 21.57%-10.7pp | 25.88%-15.0pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1,385 | $1,755-21.1% | $2,428-43.0% | $2,343-40.9% |
| Participant deferral / active EE | $1,903 | $2,987-36.3% | $3,706-48.7% | $3,332-42.9% |
| Admin fee / account holder | $1,908 | $4,512-57.7% | $5,608-66.0% | $4,645-58.9% |