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 | $9,298 | $84,236-89.0% | $170,435-94.5% | $70,126-86.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.68% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $549 | $3,387-83.8% | $5,432-89.9% | $2,343-76.5% |
| Participant deferral / active EE | $950 | $3,086-69.2% | $4,939-80.8% | $3,332-71.5% |
| Admin fee / account holder | $1,108 | $5,698-80.6% | $13,881-92.0% | $4,645-76.2% |