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 | $19,107 | $127,387-85.0% | $115,038-83.4% | $125,389-84.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 83.2%+4.3pp |
| Annual return | -2.72% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $4,013 | $5,166-22.3% | $4,608-12.9% | $4,866-17.5% |
| Participant deferral / active EE | $7,414 | $6,423+15.4% | $6,026+23.0% | $5,352+38.5% |
| Admin fee / account holder | $312 | $9,516-96.7% | $8,175-96.2% | $9,541-96.7% |