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 | $6,835 | $50,947-86.6% | $74,551-90.8% | $64,173-89.3% |
| Participation rate | 90.9% | 61.1%+29.8pp | 69.1%+21.8pp | 69.6%+21.3pp |
| Annual return | -0.56% | -1.85%+1.3pp | 32.53%-33.1pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,364 | $2,302+133.1% | $3,108+72.6% | $3,470+54.6% |
| Admin fee / account holder | $2,847 | $4,221-32.5% | $5,059-43.7% | $4,887-41.7% |