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 | $19,676 | $62,583-68.6% | $76,767-74.4% | $64,173-69.3% |
| Participation rate | 86.7% | 72.8%+13.8pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | 3.02% | -1.95%+5.0pp | 2.43%+0.6pp | 7.63%-4.6pp |
| Employer contribution / active EE | $2,759 | $1,832+50.6% | $2,485+11.0% | $2,381+15.9% |
| Participant deferral / active EE | $6,811 | $3,145+116.6% | $3,852+76.8% | $3,470+96.3% |
| Admin fee / account holder | $403 | $4,667-91.4% | $6,675-94.0% | $4,887-91.8% |