Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,385 | $71,872-82.8% | $86,691-85.7% | $68,495-81.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.70% | 3.53%-20.2pp | 35.94%-52.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,604 | $2,173+19.8% | $2,837-8.2% | $2,596+0.3% |
| Participant deferral / active EE | $3,331 | $3,779-11.8% | $4,656-28.4% | $4,028-17.3% |
| Admin fee / account holder | $1,564 | $6,112-74.4% | $7,492-79.1% | $5,403-71.1% |