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 | $13,761 | $131,835-89.6% | $108,582-87.3% | $273,973-95.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.59% | -91.57%+98.2pp | -51.70%+58.3pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,006 | $4,913-59.2% | $3,758-46.6% | $4,869-58.8% |
| Participant deferral / active EE | $2,418 | $5,127-52.8% | $4,311-43.9% | $5,287-54.3% |
| Admin fee / account holder | $4,640 | $10,253-54.7% | $7,645-39.3% | $10,133-54.2% |