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 | $7,318 | $41,854-82.5% | $73,836-90.1% | $52,331-86.0% |
| Participation rate | 71.6% | 66.2%+5.3pp | 73.4%-1.9pp | 68.1%+3.5pp |
| Annual return | -3.75% | 2.11%-5.9pp | 2268.06%-2271.8pp | 4.54%-8.3pp |
| Employer contribution / active EE | $715 | $1,920-62.8% | $2,787-74.4% | $1,882-62.0% |
| Participant deferral / active EE | $921 | $2,498-63.1% | $3,583-74.3% | $3,022-69.5% |
| Admin fee / account holder | $691 | $493+40.3% | $4,882-85.8% | $592+16.9% |