Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,642 | $50,947-90.9% | $74,551-93.8% | $64,173-92.8% |
| Participation rate | 97.4% | 61.1%+36.3pp | 69.1%+28.3pp | 69.6%+27.8pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,402 | $1,115+205.0% | $1,961+73.5% | $2,381+42.9% |
| Participant deferral / active EE | $2,005 | $2,302-12.9% | $3,108-35.5% | $3,470-42.2% |
| Admin fee / account holder | $306 | $4,221-92.7% | $5,059-93.9% | $4,887-93.7% |