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 | $17,549 | $136,307-87.1% | $106,619-83.5% | $273,972-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -2.08% | 11.05%-13.1pp | 9.42%-11.5pp | 41.46%-43.5pp |
| Employer contribution / active EE | $860 | $5,190-83.4% | $3,947-78.2% | $4,869-82.3% |
| Participant deferral / active EE | $3,966 | $4,969-20.2% | $3,930+0.9% | $5,287-25.0% |
| Admin fee / account holder | $11,961 | $8,625+38.7% | $6,418+86.4% | $10,133+18.0% |