Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,836 | $81,457-91.6% | $103,378-93.4% | $80,911-91.6% |
| Participation rate | 80.4% | 66.8%+13.5pp | 74.5%+5.9pp | 67.6%+12.7pp |
| Annual return | 10.89% | 25.58%-14.7pp | 24.91%-14.0pp | 35.63%-24.7pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,304 | $3,871-40.5% | $5,058-54.5% | $4,297-46.4% |
| Admin fee / account holder | $1,088 | $6,717-83.8% | $8,401-87.0% | $6,935-84.3% |