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 | $12,607 | $70,486-82.1% | $100,528-87.5% | $79,852-84.2% |
| Participation rate | 89.1% | 73.6%+15.5pp | 79.4%+9.7pp | 69.6%+19.5pp |
| Annual return | 5.73% | 21.90%-16.2pp | 30.90%-25.2pp | 31.72%-26.0pp |
| Employer contribution / active EE | $311 | $2,165-85.6% | $3,419-90.9% | $2,471-87.4% |
| Participant deferral / active EE | $4,822 | $5,182-6.9% | $6,271-23.1% | $3,740+28.9% |
| Admin fee / account holder | $11,627 | $4,480+159.5% | $8,084+43.8% | $5,306+119.1% |