Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,618 | $72,269-77.0% | $101,271-83.6% | $79,852-79.2% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 9.00% | 22.29%-13.3pp | 46.48%-37.5pp | 31.72%-22.7pp |
| Employer contribution / active EE | $1,756 | $2,692-34.8% | $3,660-52.0% | $2,471-29.0% |
| Participant deferral / active EE | $2,273 | $3,282-30.7% | $4,371-48.0% | $3,740-39.2% |
| Admin fee / account holder | $1,371 | $4,401-68.8% | $5,948-76.9% | $5,306-74.2% |