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 | $9,168 | $62,589-85.4% | $76,768-88.1% | $64,173-85.7% |
| Participation rate | 82.6% | 72.8%+9.8pp | 77.0%+5.6pp | 69.6%+13.0pp |
| Annual return | -5.88% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,118 | $1,832-39.0% | $2,485-55.0% | $2,381-53.0% |
| Participant deferral / active EE | $1,507 | $3,145-52.1% | $3,852-60.9% | $3,470-56.6% |
| Admin fee / account holder | $5,010 | $4,667+7.4% | $6,675-24.9% | $4,887+2.5% |