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 | $9,497 | $91,179-89.6% | $178,499-94.7% | $79,852-88.1% |
| Participation rate | 88.3% | 69.2%+19.1pp | 81.9%+6.4pp | 69.6%+18.7pp |
| Annual return | 0.28% | 24.19%-23.9pp | 151.10%-150.8pp | 31.72%-31.4pp |
| Employer contribution / active EE | $697 | $3,256-78.6% | $5,011-86.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,823 | $3,236-43.7% | $5,202-65.0% | $3,740-51.3% |
| Admin fee / account holder | $466 | $6,749-93.1% | $13,986-96.7% | $5,306-91.2% |