Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,177 | $51,638-88.0% | $129,406-95.2% | $80,959-92.4% |
| Participation rate | 88.5% | 56.9%+31.5pp | 69.6%+18.8pp | 67.7%+20.8pp |
| Annual return | 3.76% | 20.78%-17.0pp | 9468.18%-9464.4pp | 35.67%-31.9pp |
| Employer contribution / active EE | $677 | $1,584-57.3% | $4,155-83.7% | $2,757-75.5% |
| Participant deferral / active EE | $1,032 | $2,670-61.3% | $4,167-75.2% | $4,300-76.0% |
| Admin fee / account holder | $7,455 | $4,313+72.9% | $7,689-3.0% | $6,925+7.7% |