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 | $15,988 | $175,212-90.9% | $149,682-89.3% | $139,427-88.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 9.05% | 166.63%-157.6pp | 134.35%-125.3pp | 373.27%-364.2pp |
| Employer contribution / active EE | $2,071 | $5,475-62.2% | $4,818-57.0% | $4,752-56.4% |
| Participant deferral / active EE | $5,597 | $6,520-14.2% | $5,681-1.5% | $6,711-16.6% |
| Admin fee / account holder | $3,980 | $16,150-75.4% | $13,210-69.9% | $11,404-65.1% |