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 | $17,650 | $131,835-86.6% | $108,582-83.7% | $273,972-93.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.65% | -91.57%+95.2pp | -51.70%+55.3pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,129 | $4,913-56.7% | $3,758-43.4% | $4,869-56.3% |
| Participant deferral / active EE | $4,909 | $5,127-4.3% | $4,311+13.9% | $5,287-7.1% |
| Admin fee / account holder | $7,580 | $10,253-26.1% | $7,645-0.9% | $10,133-25.2% |