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 | $14,116 | $50,947-72.3% | $74,549-81.1% | $64,173-78.0% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.1%+20.9pp | 69.6%+20.4pp |
| Annual return | 4.74% | -1.85%+6.6pp | 32.53%-27.8pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,000 | $1,115-10.3% | $1,961-49.0% | $2,381-58.0% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,200 | $4,221-71.6% | $5,059-76.3% | $4,887-75.4% |