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 | $13,534 | $63,082-78.5% | $81,726-83.4% | $79,856-83.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 8.53% | 22.66%-14.1pp | 29.49%-21.0pp | 31.71%-23.2pp |
| Employer contribution / active EE | $3,898 | $1,795+117.1% | $4,311-9.6% | $2,471+57.7% |
| Participant deferral / active EE | $3,085 | $2,780+11.0% | $7,108-56.6% | $3,741-17.5% |
| Admin fee / account holder | $8,355 | $4,428+88.7% | $5,160+61.9% | $5,306+57.5% |