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 | $9,402 | $85,169-89.0% | $172,755-94.6% | $72,983-87.1% |
| Participation rate | 84.3% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.8pp |
| Annual return | 28.17% | 27.32%+0.9pp | 802.94%-774.8pp | 81.01%-52.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,332 | $3,260-59.1% | $5,198-74.4% | $3,608-63.1% |
| Admin fee / account holder | $496 | $5,880-91.6% | $13,955-96.4% | $5,124-90.3% |