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 | $8,870 | $131,835-93.3% | $108,582-91.8% | $273,972-96.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 13.15% | -91.57%+104.7pp | -51.70%+64.9pp | 41.46%-28.3pp |
| Employer contribution / active EE | $1,788 | $4,913-63.6% | $3,758-52.4% | $4,869-63.3% |
| Participant deferral / active EE | $3,126 | $5,127-39.0% | $4,311-27.5% | $5,287-40.9% |
| Admin fee / account holder | $345 | $10,253-96.6% | $7,645-95.5% | $10,133-96.6% |