Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,755 | $71,878-68.3% | $86,698-73.8% | $68,486-66.8% |
| Participation rate | 97.1% | 72.2%+24.9pp | 76.6%+20.6pp | 67.9%+29.2pp |
| Annual return | -1.51% | 3.53%-5.0pp | 35.95%-37.5pp | -7.85%+6.3pp |
| Employer contribution / active EE | $3,712 | $2,173+70.8% | $2,837+30.8% | $2,597+42.9% |
| Participant deferral / active EE | $9,940 | $3,779+163.0% | $4,656+113.5% | $4,028+146.8% |
| Admin fee / account holder | $704 | $6,113-88.5% | $7,493-90.6% | $5,404-87.0% |