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 | $12,918 | $50,947-74.6% | $74,551-82.7% | $64,173-79.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -20.34% | -1.85%-18.5pp | 32.53%-52.9pp | 7.63%-28.0pp |
| Employer contribution / active EE | $583 | $1,115-47.7% | $1,961-70.3% | $2,381-75.5% |
| Participant deferral / active EE | $1,907 | $2,302-17.1% | $3,108-38.7% | $3,470-45.0% |
| Admin fee / account holder | $5,650 | $4,221+33.9% | $5,059+11.7% | $4,887+15.6% |