Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,051 | $104,650-99.0% | $83,854-98.7% | $155,188-99.3% |
| Participation rate | 76.5% | 65.1%+11.4pp | 59.1%+17.4pp | 80.8%-4.3pp |
| Annual return | 16.85% | 28.97%-12.1pp | 31.39%-14.5pp | 148.84%-132.0pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $959 | $2,367-59.5% | $2,035-52.9% | $6,531-85.3% |
| Admin fee / account holder | $2,040 | $3,518-42.0% | $3,197-36.2% | $14,480-85.9% |