Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,938 | $106,524-90.7% | $152,301-93.5% | $87,485-88.6% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.4%+5.6pp | 68.9%+19.2pp |
| Annual return | 24.93% | 26.89%-2.0pp | 80.50%-55.6pp | 26.06%-1.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,154 | $6,525-21.0% | $8,004-35.6% | $4,274+20.6% |
| Admin fee / account holder | $2,955 | $8,287-64.3% | $14,398-79.5% | $7,775-62.0% |