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 | $24,518 | $86,949-71.8% | $102,460-76.1% | $80,959-69.7% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.7%+20.3pp |
| Annual return | 9.96% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,174 | $2,370-50.5% | $3,025-61.2% | $2,757-57.4% |
| Participant deferral / active EE | $3,334 | $4,121-19.1% | $5,056-34.1% | $4,300-22.5% |
| Admin fee / account holder | $14,587 | $8,048+81.3% | $9,460+54.2% | $6,925+110.6% |