Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,489 | $88,042-85.8% | $138,135-91.0% | $79,852-84.4% |
| Participation rate | 78.1% | 71.4%+6.7pp | 78.7%-0.6pp | 69.6%+8.5pp |
| Annual return | 0.80% | 20.58%-19.8pp | 20.51%-19.7pp | 31.72%-30.9pp |
| Employer contribution / active EE | $2,081 | $3,103-32.9% | $5,587-62.7% | $2,471-15.8% |
| Participant deferral / active EE | $4,459 | $4,704-5.2% | $6,431-30.7% | $3,740+19.2% |
| Admin fee / account holder | $710 | $7,791-90.9% | $11,856-94.0% | $5,306-86.6% |