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 | $11,747 | $75,935-84.5% | $60,547-80.6% | $125,389-90.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.22% | -5.38%+4.2pp | 335.64%-336.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,638 | $3,438-52.4% | $2,419-32.3% | $4,866-66.3% |
| Participant deferral / active EE | $2,150 | $4,506-52.3% | $3,328-35.4% | $5,352-59.8% |
| Admin fee / account holder | $627 | $6,768-90.7% | $4,536-86.2% | $9,541-93.4% |