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 | $9,740 | $42,910-77.3% | $60,919-84.0% | $68,490-85.8% |
| Participation rate | 90.9% | 66.8%+24.2pp | 73.1%+17.8pp | 67.9%+23.0pp |
| Annual return | -16.35% | -13.99%-2.4pp | 16.96%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,012 | $2,866-29.8% | $3,814-47.3% | $4,028-50.1% |
| Admin fee / account holder | $401 | $3,104-87.1% | $3,228-87.6% | $5,403-92.6% |