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 | $8,917 | $91,198-90.2% | $178,503-95.0% | $79,856-88.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.51% | 24.20%-21.7pp | 151.12%-148.6pp | 31.71%-29.2pp |
| Employer contribution / active EE | $3,780 | $3,257+16.1% | $5,011-24.6% | $2,471+53.0% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $335 | $6,748-95.0% | $13,987-97.6% | $5,306-93.7% |