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 | $14,760 | $64,719-77.2% | $112,249-86.9% | $68,486-78.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -0.42% | -11.40%+11.0pp | 27.48%-27.9pp | -7.85%+7.4pp |
| Employer contribution / active EE | $3,214 | $2,747+17.0% | $3,636-11.6% | $2,597+23.8% |
| Participant deferral / active EE | $5,919 | $3,565+66.0% | $4,729+25.2% | $4,028+47.0% |
| Admin fee / account holder | $6,087 | $5,232+16.3% | $6,412-5.1% | $5,404+12.6% |