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 | $8,920 | $153,311-94.2% | $109,313-91.8% | $273,972-96.7% |
| Participation rate | 90.9% | 80.1%+10.8pp | 71.3%+19.6pp | 83.0%+7.9pp |
| Annual return | -19.89% | 29.86%-49.7pp | 22.07%-42.0pp | 41.46%-61.3pp |
| Employer contribution / active EE | $1,424 | $5,619-74.7% | $3,892-63.4% | $4,869-70.7% |
| Participant deferral / active EE | $1,424 | $3,932-63.8% | $3,166-55.0% | $5,287-73.1% |
| Admin fee / account holder | $3,034 | $8,076-62.4% | $5,666-46.5% | $10,133-70.1% |