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 | $10,951 | $73,009-85.0% | $90,760-87.9% | $68,486-84.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 8.61% | -13.81%+22.4pp | -12.16%+20.8pp | -7.85%+16.5pp |
| Employer contribution / active EE | $698 | $2,193-68.2% | $2,922-76.1% | $2,597-73.1% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $565 | $5,896-90.4% | $8,444-93.3% | $5,404-89.5% |