Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,503 | $107,733-96.7% | $92,985-96.2% | $154,746-97.7% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 5.79% | 30.39%-24.6pp | 27.99%-22.2pp | 172.34%-166.5pp |
| Employer contribution / active EE | $1,347 | $3,126-56.9% | $2,662-49.4% | $4,379-69.2% |
| Participant deferral / active EE | $1,369 | $5,053-72.9% | $4,377-68.7% | $6,730-79.7% |
| Admin fee / account holder | $17,281 | $11,369+52.0% | $9,463+82.6% | $14,365+20.3% |