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 | $10,447 | $52,678-80.2% | $75,784-86.2% | $59,633-82.5% |
| Participation rate | 83.3% | 67.2%+16.1pp | 75.8%+7.5pp | 68.7%+14.7pp |
| Annual return | -2.80% | 2.95%-5.8pp | 9.68%-12.5pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $520 | $2,193-76.3% | $3,323-84.4% | $2,203-76.4% |
| Participant deferral / active EE | $1,675 | $2,591-35.3% | $3,652-54.1% | $3,192-47.5% |
| Admin fee / account holder | $1,405 | $3,610-61.1% | $5,300-73.5% | $4,297-67.3% |