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 | $7,432 | $65,696-88.7% | $56,429-86.8% | $147,586-95.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 19.72% | 13.32%+6.4pp | 19.04%+0.7pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,328 | $4,121-67.8% | $3,405-61.0% | $4,876-72.8% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $304 | $5,947-94.9% | $4,466-93.2% | $10,886-97.2% |