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 | $26,669 | $83,485-68.1% | $125,195-78.7% | $72,976-63.5% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.1pp | 69.5%+15.4pp |
| Annual return | 0.01% | 25.77%-25.8pp | 43.79%-43.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,150 | $2,346-51.0% | $3,866-70.2% | $2,440-52.9% |
| Participant deferral / active EE | $3,507 | $3,586-2.2% | $4,937-29.0% | $3,608-2.8% |
| Admin fee / account holder | $3,224 | $5,518-41.6% | $9,704-66.8% | $5,124-37.1% |