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 | $4,465 | $39,798-88.8% | $67,704-93.4% | $59,633-92.5% |
| Participation rate | 93.1% | 57.4%+35.7pp | 67.5%+25.6pp | 68.7%+24.4pp |
| Annual return | 1.99% | 89.94%-87.9pp | 25.41%-23.4pp | 2041.40%-2039.4pp |
| Employer contribution / active EE | $1,474 | $1,393+5.8% | $2,559-42.4% | $2,203-33.1% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,156 | $3,212-1.7% | $4,255-25.8% | $4,297-26.5% |