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 | $27,002 | $131,835-79.5% | $108,582-75.1% | $273,972-90.1% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.6%+15.2pp | 83.0%+11.7pp |
| Annual return | 21.83% | -91.57%+113.4pp | -51.70%+73.5pp | 41.46%-19.6pp |
| Employer contribution / active EE | $2,164 | $4,913-56.0% | $3,758-42.4% | $4,869-55.6% |
| Participant deferral / active EE | $3,951 | $5,127-23.0% | $4,311-8.4% | $5,287-25.3% |
| Admin fee / account holder | $2,611 | $10,253-74.5% | $7,645-65.8% | $10,133-74.2% |