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 | $9,321 | $160,070-94.2% | $147,117-93.7% | $145,897-93.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.10% | 98.69%-93.6pp | 420.54%-415.4pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,920 | $5,285-63.7% | $4,932-61.1% | $4,663-58.8% |
| Participant deferral / active EE | $4,068 | $8,419-51.7% | $8,065-49.6% | $6,689-39.2% |
| Admin fee / account holder | $6,590 | $15,035-56.2% | $12,993-49.3% | $13,390-50.8% |