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 | $9,227 | $84,236-89.0% | $170,435-94.6% | $70,126-86.8% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 10.41% | 23.06%-12.7pp | 205.94%-195.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $758 | $3,387-77.6% | $5,432-86.0% | $2,343-67.6% |
| Participant deferral / active EE | $2,214 | $3,086-28.3% | $4,939-55.2% | $3,332-33.6% |
| Admin fee / account holder | $1,039 | $5,698-81.8% | $13,881-92.5% | $4,645-77.6% |