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 | $15,764 | $158,852-90.1% | $121,220-87.0% | $135,380-88.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -1.73% | -0.64%-1.1pp | 16.94%-18.7pp | 519.81%-521.5pp |
| Employer contribution / active EE | $728 | $5,666-87.2% | $4,023-81.9% | $4,779-84.8% |
| Participant deferral / active EE | $596 | $4,006-85.1% | $3,345-82.2% | $5,609-89.4% |
| Admin fee / account holder | $862 | $6,515-86.8% | $5,021-82.8% | $10,828-92.0% |