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 | $12,391 | $93,346-86.7% | $71,796-82.7% | $273,972-95.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.62% | 130.39%-120.8pp | 78.04%-68.4pp | 41.46%-31.8pp |
| Employer contribution / active EE | $399 | $2,733-85.4% | $1,924-79.3% | $4,869-91.8% |
| Participant deferral / active EE | $1,519 | $3,475-56.3% | $2,794-45.7% | $5,287-71.3% |
| Admin fee / account holder | $978 | $6,571-85.1% | $4,815-79.7% | $10,133-90.3% |