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 | $21,538 | $87,733-75.5% | $106,554-79.8% | $85,851-74.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.42% | 21.86%-12.4pp | 26.80%-17.4pp | 318.63%-309.2pp |
| Employer contribution / active EE | $1,166 | $2,073-43.7% | $2,819-58.6% | $2,565-54.5% |
| Participant deferral / active EE | $3,515 | $3,469+1.3% | $4,398-20.1% | $3,952-11.1% |
| Admin fee / account holder | $9,992 | $6,767+47.6% | $7,408+34.9% | $6,261+59.6% |