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 | $21,485 | $201,370-89.3% | $184,256-88.3% | $145,897-85.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.05% | 29.05%-23.0pp | 28.85%-22.8pp | 552.29%-546.2pp |
| Employer contribution / active EE | $2,038 | $7,024-71.0% | $6,427-68.3% | $4,663-56.3% |
| Participant deferral / active EE | $4,435 | $9,808-54.8% | $9,133-51.4% | $6,689-33.7% |
| Admin fee / account holder | $61,149 | $16,364+273.7% | $13,899+339.9% | $13,390+356.7% |