Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,375 | $29,667-95.4% | $56,441-97.6% | $80,874-98.3% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 7.74% | 35.22%-27.5pp | 1704.21%-1696.5pp | 35.62%-27.9pp |
| Employer contribution / active EE | $586 | $669-12.5% | $1,039-43.6% | $2,756-78.7% |
| Participant deferral / active EE | $823 | $1,227-32.9% | $1,953-57.8% | $4,297-80.8% |
| Admin fee / account holder | $506 | $2,429-79.2% | $2,829-82.1% | $6,935-92.7% |