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 | $7,277 | $52,911-86.2% | $73,309-90.1% | $59,633-87.8% |
| Participation rate | 89.3% | 68.2%+21.1pp | 74.9%+14.4pp | 68.7%+20.6pp |
| Annual return | 18.96% | 12.20%+6.8pp | 5.67%+13.3pp | 2041.45%-2022.5pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,348 | $4,069+31.4% | $4,991+7.1% | $3,192+67.6% |
| Admin fee / account holder | $392 | $3,835-89.8% | $5,635-93.0% | $4,297-90.9% |