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 | $6,651 | $53,127-87.5% | $86,597-92.3% | $70,131-90.5% |
| Participation rate | 87.1% | 65.3%+21.8pp | 73.5%+13.5pp | 69.5%+17.6pp |
| Annual return | 19.31% | 27.66%-8.4pp | 964.96%-945.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $323 | $2,068-84.4% | $2,840-88.6% | $2,342-86.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $463 | $3,585-87.1% | $4,906-90.6% | $4,645-90.0% |