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 | $9,698 | $40,275-75.9% | $57,356-83.1% | $59,633-83.7% |
| Participation rate | 92.9% | 69.1%+23.7pp | 75.1%+17.8pp | 68.7%+24.2pp |
| Annual return | -0.69% | 27.52%-28.2pp | 24.41%-25.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $477 | $1,921-75.2% | $2,689-82.3% | $2,203-78.3% |
| Participant deferral / active EE | $876 | $2,400-63.5% | $3,162-72.3% | $3,192-72.5% |
| Admin fee / account holder | $1,403 | $2,820-50.2% | $3,357-58.2% | $4,297-67.3% |