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 | $6,460 | $99,345-93.5% | $84,753-92.4% | $273,972-97.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $9,056 | $4,214+114.9% | $3,574+153.3% | $4,869+86.0% |
| Participant deferral / active EE | $4,057 | $4,270-5.0% | $3,712+9.3% | $5,287-23.3% |
| Admin fee / account holder | $698 | $6,645-89.5% | $5,333-86.9% | $10,133-93.1% |