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 | $24,606 | $67,602-63.6% | $82,312-70.1% | $70,126-64.9% |
| Participation rate | 98.0% | 72.8%+25.3pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 1.75% | 21.57%-19.8pp | 25.88%-24.1pp | 73.15%-71.4pp |
| Employer contribution / active EE | $1,961 | $1,755+11.7% | $2,428-19.3% | $2,343-16.3% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $983 | $4,512-78.2% | $5,608-82.5% | $4,645-78.8% |