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 | $27,452 | $108,825-74.8% | $156,181-82.4% | $82,448-66.7% |
| Participation rate | 71.4% | 72.4%-0.9pp | 78.8%-7.4pp | 68.1%+3.4pp |
| Annual return | 12.31% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,382 | $2,870-51.8% | $4,294-67.8% | $2,551-45.8% |
| Participant deferral / active EE | $2,929 | $4,577-36.0% | $6,132-52.2% | $4,139-29.2% |
| Admin fee / account holder | $5,987 | $9,341-35.9% | $14,586-59.0% | $7,234-17.2% |