Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,466 | $77,472-76.2% | $100,392-81.6% | $80,935-77.2% |
| Participation rate | 84.4% | 76.9%+7.4pp | 81.5%+2.9pp | 67.7%+16.7pp |
| Annual return | 11.73% | 37.26%-25.5pp | 49.45%-37.7pp | 35.66%-23.9pp |
| Employer contribution / active EE | $976 | $2,800-65.2% | $3,941-75.2% | $2,757-64.6% |
| Participant deferral / active EE | $4,804 | $6,818-29.5% | $8,090-40.6% | $4,299+11.7% |
| Admin fee / account holder | $8,957 | $5,885+52.2% | $7,904+13.3% | $6,924+29.3% |