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 | $3,430 | $116,190-97.0% | $93,614-96.3% | $152,885-97.8% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.39%-345.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,097 | $4,604-32.7% | $4,069-23.9% | $5,851-47.1% |
| Admin fee / account holder | $524 | $10,749-95.1% | $7,889-93.4% | $11,598-95.5% |