Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,176 | $114,119-93.7% | $107,187-93.3% | $138,895-94.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 1.34% | 273.21%-271.9pp | 204.55%-203.2pp | 145.39%-144.1pp |
| Employer contribution / active EE | $964 | $4,059-76.2% | $3,782-74.5% | $4,194-77.0% |
| Participant deferral / active EE | $1,534 | $5,538-72.3% | $5,096-69.9% | $6,396-76.0% |
| Admin fee / account holder | $1,503 | $10,024-85.0% | $9,162-83.6% | $12,562-88.0% |