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 | $9,625 | $175,231-94.5% | $149,696-93.6% | $139,466-93.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.98% | 166.77%-158.8pp | 134.46%-126.5pp | 373.66%-365.7pp |
| Employer contribution / active EE | $1,528 | $5,478-72.1% | $4,821-68.3% | $4,754-67.9% |
| Participant deferral / active EE | $11,950 | $6,521+83.2% | $5,682+110.3% | $6,712+78.0% |
| Admin fee / account holder | $60,606 | $16,155+275.2% | $13,212+358.7% | $11,409+431.2% |