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 | $19,453 | $73,019-73.4% | $90,766-78.6% | $68,490-71.6% |
| Participation rate | 89.6% | 70.8%+18.7pp | 75.7%+13.9pp | 67.9%+21.7pp |
| Annual return | 12.40% | -13.81%+26.2pp | -12.16%+24.6pp | -7.85%+20.3pp |
| Employer contribution / active EE | $1,703 | $2,193-22.3% | $2,922-41.7% | $2,597-34.4% |
| Participant deferral / active EE | $2,345 | $3,626-35.3% | $4,565-48.6% | $4,028-41.8% |
| Admin fee / account holder | $839 | $5,897-85.8% | $8,446-90.1% | $5,403-84.5% |