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 | $19,916 | $65,704-69.7% | $94,229-78.9% | $59,633-66.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -3.04% | 5.22%-8.3pp | 10.68%-13.7pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $3,171 | $2,021+56.9% | $3,587-11.6% | $2,203+44.0% |
| Participant deferral / active EE | $2,049 | $3,143-34.8% | $4,320-52.6% | $3,192-35.8% |
| Admin fee / account holder | $414 | $4,265-90.3% | $6,269-93.4% | $4,297-90.4% |