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 | $8,525 | $83,908-89.8% | $68,509-87.6% | $125,388-93.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 0.09% | 14.48%-14.4pp | 8.27%-8.2pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,301 | $3,031-24.1% | $2,278+1.0% | $4,866-52.7% |
| Participant deferral / active EE | $5,877 | $4,125+42.5% | $3,382+73.8% | $5,352+9.8% |
| Admin fee / account holder | $4,731 | $8,982-47.3% | $5,275-10.3% | $9,541-50.4% |