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 | $14,658 | $86,298-83.0% | $111,308-86.8% | $85,847-82.9% |
| Participation rate | 78.3% | 73.3%+4.9pp | 77.3%+0.9pp | 69.3%+8.9pp |
| Annual return | 23.49% | 19.99%+3.5pp | 54.67%-31.2pp | 318.61%-295.1pp |
| Employer contribution / active EE | $941 | $2,044-53.9% | $2,732-65.5% | $2,565-63.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $610 | $8,189-92.6% | $7,965-92.3% | $6,261-90.3% |