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 | $25,410 | $86,949-70.8% | $102,460-75.2% | $80,959-68.6% |
| Participation rate | 89.3% | 72.4%+16.9pp | 76.5%+12.8pp | 67.7%+21.6pp |
| Annual return | 7.88% | 18.89%-11.0pp | 29.47%-21.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,045 | $4,121-1.8% | $5,056-20.0% | $4,300-5.9% |
| Admin fee / account holder | $884 | $8,048-89.0% | $9,460-90.7% | $6,925-87.2% |