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 | $14,397 | $158,852-90.9% | $121,220-88.1% | $135,379-89.4% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.8%+6.0pp | 82.6%-4.9pp |
| Annual return | 27.39% | -0.64%+28.0pp | 16.94%+10.5pp | 519.79%-492.4pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,607 | $4,006-34.9% | $3,345-22.1% | $5,609-53.5% |
| Admin fee / account holder | $2,776 | $6,515-57.4% | $5,021-44.7% | $10,828-74.4% |