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 | $14,033 | $81,504-82.8% | $102,437-86.3% | $80,959-82.7% |
| Participation rate | 82.9% | 66.9%+16.1pp | 74.5%+8.4pp | 67.7%+15.3pp |
| Annual return | -1.82% | 25.60%-27.4pp | 24.95%-26.8pp | 35.67%-37.5pp |
| Employer contribution / active EE | $2,682 | $3,104-13.6% | $3,871-30.7% | $2,757-2.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,784 | $6,719-58.6% | $8,388-66.8% | $6,925-59.8% |