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.)
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 | $12,422 | $67,602-81.6% | $82,312-84.9% | $70,126-82.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,507 | $1,755-14.1% | $2,428-37.9% | $2,343-35.7% |
| Participant deferral / active EE | $3,284 | $2,987+9.9% | $3,706-11.4% | $3,332-1.4% |
| Admin fee / account holder | $603 | $4,512-86.6% | $5,608-89.2% | $4,645-87.0% |