Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,928 | $100,805-90.2% | $86,698-88.5% | $134,532-92.6% |
| Participation rate | 71.4% | 79.0%-7.5pp | 76.6%-5.2pp | 81.2%-9.8pp |
| Annual return | -18.65% | 29.09%-47.7pp | 35.95%-54.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,531 | $3,490-56.1% | $2,837-46.0% | $4,741-67.7% |
| Participant deferral / active EE | $2,777 | $5,339-48.0% | $4,656-40.4% | $6,401-56.6% |
| Admin fee / account holder | $1,469 | $10,925-86.6% | $7,493-80.4% | $11,429-87.1% |