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 | $24,745 | $78,428-68.4% | $95,960-74.2% | $79,852-69.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.00% | 19.37%-6.4pp | 91.63%-78.6pp | 31.72%-18.7pp |
| Employer contribution / active EE | $1,485 | $1,945-23.7% | $2,541-41.6% | $2,471-39.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,119 | $5,622-62.3% | $6,797-68.8% | $5,306-60.1% |