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 | $18,385 | $113,338-83.8% | $94,993-80.6% | $147,586-87.5% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 2.23% | 20.80%-18.6pp | 27.14%-24.9pp | 578.59%-576.4pp |
| Employer contribution / active EE | $1,685 | $3,160-46.7% | $2,603-35.3% | $4,876-65.4% |
| Participant deferral / active EE | $3,691 | $3,777-2.3% | $3,317+11.3% | $5,439-32.1% |
| Admin fee / account holder | $1,368 | $6,063-77.4% | $4,960-72.4% | $10,886-87.4% |