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 | $24,116 | $94,529-74.5% | $140,019-82.8% | $64,173-62.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 4.06% | 7.77%-3.7pp | 651.17%-647.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $5,152 | $3,812+35.1% | $5,605-8.1% | $2,381+116.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $557 | $6,741-91.7% | $10,705-94.8% | $4,887-88.6% |