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 | $10,103 | $45,152-77.6% | $73,836-86.3% | $59,633-83.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.18% | 27.40%-27.2pp | 2268.06%-2267.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $1,286 | $1,901-32.4% | $2,787-53.9% | $2,203-41.6% |
| Participant deferral / active EE | $1,872 | $2,573-27.2% | $3,583-47.7% | $3,192-41.3% |
| Admin fee / account holder | $4,498 | $3,515+28.0% | $4,882-7.9% | $4,297+4.7% |