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 | $7,538 | $73,839-89.8% | $143,788-94.8% | $68,495-89.0% |
| Participation rate | 88.0% | 66.7%+21.3pp | 80.3%+7.7pp | 67.9%+20.1pp |
| Annual return | -8.04% | 1.01%-9.1pp | -0.03%-8.0pp | -7.84%-0.2pp |
| Employer contribution / active EE | $1,178 | $3,184-63.0% | $4,952-76.2% | $2,596-54.6% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,683 | $5,755-70.7% | $14,675-88.5% | $5,403-68.8% |