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 | $22,484 | $89,370-74.8% | $141,197-84.1% | $72,976-69.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.67% | 111.88%-94.2pp | 71.41%-53.7pp | 81.02%-63.3pp |
| Employer contribution / active EE | $968 | $3,115-68.9% | $4,736-79.6% | $2,440-60.3% |
| Participant deferral / active EE | $2,417 | $5,419-55.4% | $6,710-64.0% | $3,608-33.0% |
| Admin fee / account holder | $990 | $5,957-83.4% | $10,265-90.4% | $5,124-80.7% |