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 | $8,975 | $54,541-83.5% | $78,778-88.6% | $70,124-87.2% |
| Participation rate | 92.6% | 60.8%+31.8pp | 69.2%+23.4pp | 69.5%+23.1pp |
| Annual return | -3.89% | 21.07%-25.0pp | 35.62%-39.5pp | 73.14%-77.0pp |
| Employer contribution / active EE | $741 | $1,089-31.9% | $1,986-62.7% | $2,342-68.4% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $867 | $3,709-76.6% | $5,134-83.1% | $4,645-81.3% |