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 | $2,215 | $47,848-95.4% | $81,473-97.3% | $70,126-96.8% |
| Participation rate | 77.8% | 58.3%+19.5pp | 68.0%+9.8pp | 69.5%+8.2pp |
| Annual return | 12.79% | 27.25%-14.5pp | 38.78%-26.0pp | 73.15%-60.4pp |
| Employer contribution / active EE | $417 | $1,527-72.7% | $2,568-83.7% | $2,343-82.2% |
| Participant deferral / active EE | $1,196 | $2,453-51.3% | $3,537-66.2% | $3,332-64.1% |
| Admin fee / account holder | $444 | $3,145-85.9% | $4,561-90.3% | $4,645-90.4% |