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 | $10,414 | $52,678-80.2% | $75,784-86.3% | $59,633-82.5% |
| Participation rate | 97.9% | 67.2%+30.7pp | 75.8%+22.1pp | 68.7%+29.2pp |
| Annual return | 14.72% | 2.95%+11.8pp | 9.68%+5.0pp | 2041.45%-2026.7pp |
| Employer contribution / active EE | $1,876 | $2,193-14.5% | $3,323-43.6% | $2,203-14.8% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $425 | $3,610-88.2% | $5,300-92.0% | $4,297-90.1% |