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 | $7,250 | $93,064-92.2% | $74,577-90.3% | $273,972-97.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 0.00% | 26.18%-26.2pp | 20.47%-20.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,690 | $3,160+16.8% | $2,525+46.1% | $4,869-24.2% |
| Participant deferral / active EE | $2,836 | $4,160-31.8% | $3,458-18.0% | $5,287-46.4% |
| Admin fee / account holder | $695 | $5,273-86.8% | $4,138-83.2% | $10,133-93.1% |