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 | $5,297 | $56,894-90.7% | $84,753-93.8% | $62,881-91.6% |
| Participation rate | 82.5% | 68.5%+13.9pp | 76.6%+5.9pp | 69.3%+13.2pp |
| Annual return | 1.97% | 6.30%-4.3pp | 22.78%-20.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $1,773 | $2,400-26.1% | $3,574-50.4% | $2,281-22.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $469 | $3,581-86.9% | $5,333-91.2% | $4,296-89.1% |