Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,649 | $49,177-80.4% | $79,466-87.9% | $64,173-85.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 1.33% | -1.16%+2.5pp | 718.28%-716.9pp | 7.63%-6.3pp |
| Employer contribution / active EE | $1,322 | $2,076-36.3% | $2,800-52.8% | $2,381-44.5% |
| Participant deferral / active EE | $1,809 | $2,821-35.9% | $3,704-51.2% | $3,470-47.9% |
| Admin fee / account holder | $1,878 | $3,839-51.1% | $5,104-63.2% | $4,887-61.6% |