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 | $15,498 | $41,377-62.5% | $109,313-85.8% | $62,881-75.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 12.43% | 11.05%+1.4pp | 22.07%-9.6pp | 20.14%-7.7pp |
| Employer contribution / active EE | $462 | $1,276-63.8% | $3,892-88.1% | $2,281-79.7% |
| Participant deferral / active EE | $1,127 | $2,045-44.9% | $3,166-64.4% | $3,203-64.8% |
| Admin fee / account holder | $541 | $2,884-81.2% | $5,666-90.5% | $4,296-87.4% |