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 | $10,559 | $56,431-81.3% | $130,788-91.9% | $87,485-87.9% |
| Participation rate | 80.0% | 58.9%+21.1pp | 70.1%+9.9pp | 68.9%+11.1pp |
| Annual return | 10.54% | 91.27%-80.7pp | 386.44%-375.9pp | 26.06%-15.5pp |
| Employer contribution / active EE | $750 | $1,549-51.6% | $3,558-78.9% | $2,596-71.1% |
| Participant deferral / active EE | $2,240 | $2,749-18.5% | $4,137-45.8% | $4,274-47.6% |
| Admin fee / account holder | $8,757 | $4,433+97.6% | $6,673+31.2% | $7,775+12.6% |