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 | $20,874 | $61,660-66.1% | $80,022-73.9% | $64,173-67.5% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.8%+18.4pp | 69.6%+24.7pp |
| Annual return | -3.47% | -0.33%-3.1pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,119 | $1,810+17.0% | $2,468-14.2% | $2,381-11.0% |
| Participant deferral / active EE | $2,732 | $2,968-7.9% | $3,686-25.9% | $3,470-21.3% |
| Admin fee / account holder | $2,914 | $5,417-46.2% | $6,521-55.3% | $4,887-40.4% |