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 | $5,938 | $53,127-88.8% | $86,597-93.1% | $70,131-91.5% |
| Participation rate | 82.5% | 65.3%+17.2pp | 73.5%+9.0pp | 69.5%+13.0pp |
| Annual return | 20.65% | 27.66%-7.0pp | 964.96%-944.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,129 | $2,696-21.0% | $3,609-41.0% | $3,332-36.1% |
| Admin fee / account holder | $377 | $3,585-89.5% | $4,906-92.3% | $4,645-91.9% |