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 | $8,393 | $109,782-92.4% | $260,467-96.8% | $94,015-91.1% |
| Participation rate | 93.6% | 67.2%+26.4pp | 80.5%+13.2pp | 70.8%+22.8pp |
| Annual return | 11.38% | 18.60%-7.2pp | 100.60%-89.2pp | 17.84%-6.5pp |
| Employer contribution / active EE | $1,102 | $2,147-48.6% | $4,239-74.0% | $2,790-60.5% |
| Participant deferral / active EE | $1,839 | $4,044-54.5% | $6,319-70.9% | $4,249-56.7% |
| Admin fee / account holder | $392 | $11,958-96.7% | $15,461-97.5% | $8,951-95.6% |