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 | $16,695 | $77,817-78.5% | $123,553-86.5% | $64,173-74.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.28% | 12.49%-20.8pp | 119.21%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,918 | $3,014+30.0% | $4,628-15.3% | $2,381+64.6% |
| Participant deferral / active EE | $3,484 | $5,240-33.5% | $6,426-45.8% | $3,470+0.4% |
| Admin fee / account holder | $701 | $5,519-87.3% | $9,284-92.4% | $4,887-85.7% |