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 | $23,130 | $71,878-67.8% | $86,698-73.3% | $68,486-66.2% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -14.71% | 3.53%-18.2pp | 35.95%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,653 | $2,173-23.9% | $2,837-41.7% | $2,597-36.3% |
| Participant deferral / active EE | $1,745 | $3,779-53.8% | $4,656-62.5% | $4,028-56.7% |
| Admin fee / account holder | $3,395 | $6,113-44.5% | $7,493-54.7% | $5,404-37.2% |