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 | $14,811 | $78,694-81.2% | $67,652-78.1% | $125,389-88.2% |
| Participation rate | 72.2% | 78.8%-6.6pp | 75.7%-3.4pp | 83.2%-11.0pp |
| Annual return | -1.12% | 9.46%-10.6pp | 6625.40%-6626.5pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,366 | $3,044-55.1% | $2,266-39.7% | $4,866-71.9% |
| Participant deferral / active EE | $1,383 | $4,292-67.8% | $3,560-61.1% | $5,352-74.1% |
| Admin fee / account holder | $11,734 | $7,403+58.5% | $4,821+143.4% | $9,541+23.0% |