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 | $14,938 | $86,701-82.8% | $73,309-79.6% | $125,389-88.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.10% | 2.78%-2.9pp | 5.67%-5.8pp | 282.24%-282.3pp |
| Employer contribution / active EE | $6,764 | $4,152+62.9% | $3,237+109.0% | $4,866+39.0% |
| Participant deferral / active EE | $2,384 | $5,549-57.0% | $4,991-52.2% | $5,352-55.4% |
| Admin fee / account holder | $565 | $7,768-92.7% | $5,635-90.0% | $9,541-94.1% |