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 | $8,273 | $73,019-88.7% | $90,766-90.9% | $68,490-87.9% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -20.94% | -13.81%-7.1pp | -12.16%-8.8pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,112 | $2,193-49.3% | $2,922-61.9% | $2,597-57.2% |
| Participant deferral / active EE | $6,081 | $3,626+67.7% | $4,565+33.2% | $4,028+51.0% |
| Admin fee / account holder | $652 | $5,897-88.9% | $8,446-92.3% | $5,403-87.9% |