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 | $12,122 | $72,177-83.2% | $115,038-89.5% | $59,633-79.7% |
| Participation rate | 79.2% | 72.6%+6.7pp | 81.4%-2.1pp | 68.7%+10.6pp |
| Annual return | -1.64% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,692 | $2,841-40.4% | $4,608-63.3% | $2,203-23.2% |
| Participant deferral / active EE | $3,390 | $4,783-29.1% | $6,026-43.8% | $3,192+6.2% |
| Admin fee / account holder | $312 | $4,927-93.7% | $8,175-96.2% | $4,297-92.7% |