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 | $15,208 | $127,100-88.0% | $105,738-85.6% | $135,379-88.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.16% | 4.49%-6.7pp | 6.27%-8.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $1,227 | $4,107-70.1% | $3,268-62.5% | $4,779-74.3% |
| Participant deferral / active EE | $1,754 | $5,064-65.4% | $4,080-57.0% | $5,609-68.7% |
| Admin fee / account holder | $13,142 | $9,087+44.6% | $6,913+90.1% | $10,828+21.4% |