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 | $5,178 | $48,011-89.2% | $63,803-91.9% | $82,637-93.7% |
| Participation rate | 93.6% | 66.6%+27.0pp | 72.7%+20.9pp | 68.1%+25.6pp |
| Annual return | 9.97% | 19.84%-9.9pp | 543.72%-533.8pp | 53.51%-43.5pp |
| Employer contribution / active EE | $783 | $1,904-58.9% | $2,532-69.1% | $2,552-69.3% |
| Participant deferral / active EE | $0 | $2,846-100.0% | $3,843-100.0% | $4,126-100.0% |
| Admin fee / account holder | $312 | $3,873-91.9% | $5,196-94.0% | $7,339-95.7% |