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 | $9,100 | $69,541-86.9% | $59,899-84.8% | $135,380-93.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.48% | 7.95%-15.4pp | 3.46%-10.9pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,002 | $3,236-69.0% | $2,723-63.2% | $4,779-79.0% |
| Participant deferral / active EE | $2,630 | $4,206-37.5% | $3,402-22.7% | $5,609-53.1% |
| Admin fee / account holder | $1,438 | $5,737-74.9% | $3,592-60.0% | $10,828-86.7% |