Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,381 | $211,288-97.5% | $178,540-97.0% | $145,884-96.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -2.60% | 30.27%-32.9pp | 27.15%-29.7pp | 551.85%-554.4pp |
| Employer contribution / active EE | $926 | $4,574-79.8% | $3,953-76.6% | $4,662-80.1% |
| Participant deferral / active EE | $3,437 | $6,967-50.7% | $6,281-45.3% | $6,690-48.6% |
| Admin fee / account holder | $579 | $12,105-95.2% | $10,424-94.4% | $13,392-95.7% |