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 | $7,288 | $108,701-93.3% | $74,723-90.2% | $152,909-95.2% |
| Participation rate | 88.9% | 65.4%+23.5pp | 54.5%+34.4pp | 82.5%+6.4pp |
| Annual return | 5.54% | 114.12%-108.6pp | 753.18%-747.6pp | 345.46%-339.9pp |
| Employer contribution / active EE | $1,497 | $1,504-0.5% | $1,084+38.0% | $4,764-68.6% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,945 | $4,906-60.4% | $3,335-41.7% | $11,601-83.2% |