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 | $21,535 | $86,294-75.0% | $111,303-80.7% | $85,856-74.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 28.70% | 19.99%+8.7pp | 54.66%-26.0pp | 318.58%-289.9pp |
| Employer contribution / active EE | $1,034 | $2,043-49.4% | $2,731-62.1% | $2,565-59.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $431 | $8,189-94.7% | $7,966-94.6% | $6,261-93.1% |