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 | $10,801 | $73,787-85.4% | $98,716-89.1% | $82,448-86.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 4.61% | 18.57%-14.0pp | 31.81%-27.2pp | 41.64%-37.0pp |
| Employer contribution / active EE | $929 | $1,511-38.6% | $2,279-59.2% | $2,551-63.6% |
| Participant deferral / active EE | $1,333 | $3,081-56.8% | $4,048-67.1% | $4,139-67.8% |
| Admin fee / account holder | $974 | $6,500-85.0% | $8,703-88.8% | $7,234-86.5% |