Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,065 | $82,678-84.2% | $125,391-89.6% | $68,490-80.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 21.16% | -5.97%+27.1pp | 572.41%-551.3pp | -7.85%+29.0pp |
| Employer contribution / active EE | $3,085 | $3,382-8.8% | $4,816-35.9% | $2,597+18.8% |
| Participant deferral / active EE | $5,361 | $6,111-12.3% | $7,448-28.0% | $4,028+33.1% |
| Admin fee / account holder | $1,009 | $6,277-83.9% | $10,009-89.9% | $5,403-81.3% |