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 | $20,864 | $62,583-66.7% | $76,767-72.8% | $64,173-67.5% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.8pp | 69.6%+20.2pp |
| Annual return | -9.43% | -1.95%-7.5pp | 2.43%-11.9pp | 7.63%-17.1pp |
| Employer contribution / active EE | $641 | $1,832-65.0% | $2,485-74.2% | $2,381-73.1% |
| Participant deferral / active EE | $4,140 | $3,145+31.6% | $3,852+7.5% | $3,470+19.3% |
| Admin fee / account holder | $470 | $4,667-89.9% | $6,675-93.0% | $4,887-90.4% |