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 | $3,299 | $39,162-91.6% | $100,671-96.7% | $59,633-94.5% |
| Participation rate | 84.6% | 55.9%+28.8pp | 70.7%+13.9pp | 68.7%+15.9pp |
| Annual return | 7.03% | 21.07%-14.0pp | 20.43%-13.4pp | 2041.45%-2034.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $748 | $1,992-62.5% | $3,144-76.2% | $3,192-76.6% |
| Admin fee / account holder | $779 | $2,969-73.8% | $4,850-83.9% | $4,297-81.9% |