Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,081 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-96.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | -1.01% | 2.55%-3.6pp | 5.24%-6.2pp | 41.46%-42.5pp |
| Employer contribution / active EE | $1,305 | $2,350-44.5% | $1,844-29.2% | $4,869-73.2% |
| Participant deferral / active EE | $2,904 | $2,962-1.9% | $2,591+12.1% | $5,287-45.1% |
| Admin fee / account holder | $7,828 | $3,725+110.2% | $2,903+169.6% | $10,133-22.7% |