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 | $23,321 | $201,372-88.4% | $184,260-87.3% | $145,884-84.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.16% | 29.04%-20.9pp | 28.84%-20.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $2,128 | $7,024-69.7% | $6,427-66.9% | $4,662-54.4% |
| Participant deferral / active EE | $5,724 | $9,808-41.6% | $9,133-37.3% | $6,690-14.4% |
| Admin fee / account holder | $14,811 | $16,362-9.5% | $13,898+6.6% | $13,392+10.6% |