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 | $20,627 | $110,083-81.3% | $151,639-86.4% | $68,486-69.9% |
| Participation rate | 92.3% | 84.0%+8.4pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -7.52% | -10.12%+2.6pp | 3.34%-10.9pp | -7.85%+0.3pp |
| Employer contribution / active EE | $1,820 | $4,470-59.3% | $6,165-70.5% | $2,597-29.9% |
| Participant deferral / active EE | $3,423 | $6,526-47.5% | $8,363-59.1% | $4,028-15.0% |
| Admin fee / account holder | $2,019 | $7,718-73.8% | $11,613-82.6% | $5,404-62.6% |