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 | $13,385 | $53,841-75.1% | $75,731-82.3% | $85,851-84.4% |
| Participation rate | 88.6% | 69.0%+19.6pp | 74.8%+13.8pp | 69.3%+19.3pp |
| Annual return | 21.97% | 24.54%-2.6pp | 104.65%-82.7pp | 318.63%-296.7pp |
| Employer contribution / active EE | $621 | $2,017-69.2% | $2,743-77.4% | $2,565-75.8% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $397 | $3,340-88.1% | $3,620-89.0% | $6,261-93.7% |