Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,984 | $81,233-88.9% | $155,567-94.2% | $80,874-88.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.57% | 33.33%-23.8pp | 64.74%-55.2pp | 35.62%-26.0pp |
| Employer contribution / active EE | $927 | $3,101-70.1% | $4,674-80.2% | $2,756-66.4% |
| Participant deferral / active EE | $1,590 | $3,452-53.9% | $5,628-71.7% | $4,297-63.0% |
| Admin fee / account holder | $3,032 | $7,998-62.1% | $15,916-81.0% | $6,935-56.3% |