Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,064 | $69,273-92.7% | $90,796-94.4% | $82,637-93.9% |
| Participation rate | 89.7% | 64.0%+25.6pp | 69.5%+20.2pp | 68.1%+21.6pp |
| Annual return | 16.57% | 18.37%-1.8pp | 19.29%-2.7pp | 53.51%-36.9pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,232 | $3,047-59.6% | $3,822-67.8% | $4,126-70.2% |
| Admin fee / account holder | $1,739 | $5,511-68.4% | $7,024-75.2% | $7,339-76.3% |