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 | $17,097 | $50,958-66.4% | $74,552-77.1% | $64,181-73.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 6.29% | -1.86%+8.1pp | 32.53%-26.2pp | 7.63%-1.3pp |
| Employer contribution / active EE | $567 | $1,115-49.2% | $1,961-71.1% | $2,381-76.2% |
| Participant deferral / active EE | $1,625 | $2,301-29.4% | $3,108-47.7% | $3,470-53.2% |
| Admin fee / account holder | $2,446 | $4,223-42.1% | $5,060-51.7% | $4,887-50.0% |