Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.)
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 | $9,924 | $75,832-86.9% | $147,617-93.3% | $59,633-83.4% |
| Participation rate | 98.0% | 71.6%+26.4pp | 84.6%+13.4pp | 68.7%+29.3pp |
| Annual return | -2.49% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $715 | $3,485-79.5% | $5,564-87.2% | $2,203-67.6% |
| Participant deferral / active EE | $2,341 | $3,131-25.2% | $4,895-52.2% | $3,192-26.7% |
| Admin fee / account holder | $2,361 | $5,986-60.6% | $11,612-79.7% | $4,297-45.1% |