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.)
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 | $9,701 | $93,346-89.6% | $71,796-86.5% | $273,972-96.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.00% | 130.39%-123.4pp | 78.04%-71.0pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,346 | $2,733-50.7% | $1,924-30.0% | $4,869-72.3% |
| Participant deferral / active EE | $1,933 | $3,475-44.4% | $2,794-30.8% | $5,287-63.4% |
| Admin fee / account holder | $2,051 | $6,571-68.8% | $4,815-57.4% | $10,133-79.8% |