Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,671 | $183,539-97.5% | $155,556-97.0% | $145,897-96.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 6.68% | 61.31%-54.6pp | 64.84%-58.2pp | 552.29%-545.6pp |
| Employer contribution / active EE | $1,278 | $5,315-76.0% | $4,675-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $2,168 | $6,467-66.5% | $5,631-61.5% | $6,689-67.6% |
| Admin fee / account holder | $1,721 | $19,275-91.1% | $15,885-89.2% | $13,390-87.1% |