Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,891 | $61,660-74.2% | $80,022-80.1% | $64,173-75.2% |
| Participation rate | 82.8% | 71.7%+11.1pp | 75.8%+6.9pp | 69.6%+13.2pp |
| Annual return | -9.27% | -0.33%-8.9pp | 11.22%-20.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,715 | $1,810-5.3% | $2,468-30.5% | $2,381-28.0% |
| Participant deferral / active EE | $2,564 | $2,968-13.6% | $3,686-30.4% | $3,470-26.1% |
| Admin fee / account holder | $359 | $5,417-93.4% | $6,521-94.5% | $4,887-92.6% |