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 | $17,634 | $68,852-74.4% | $120,524-85.4% | $80,925-78.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 3.59% | 23.67%-20.1pp | 107.36%-103.8pp | 35.65%-32.1pp |
| Employer contribution / active EE | $2,382 | $2,063+15.4% | $3,469-31.3% | $2,756-13.6% |
| Participant deferral / active EE | $1,360 | $3,187-57.3% | $4,994-72.8% | $4,299-68.4% |
| Admin fee / account holder | $1,019 | $5,781-82.4% | $9,440-89.2% | $6,940-85.3% |