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 | $8,302 | $77,638-89.3% | $156,551-94.7% | $62,881-86.8% |
| Participation rate | 97.6% | 71.2%+26.4pp | 84.0%+13.5pp | 69.3%+28.3pp |
| Annual return | -1.56% | 50.33%-51.9pp | 32.23%-33.8pp | 20.14%-21.7pp |
| Employer contribution / active EE | $539 | $3,444-84.3% | $5,501-90.2% | $2,281-76.4% |
| Participant deferral / active EE | $2,014 | $3,046-33.9% | $4,871-58.6% | $3,203-37.1% |
| Admin fee / account holder | $438 | $5,561-92.1% | $13,028-96.6% | $4,296-89.8% |