Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,848 | $59,819-90.2% | $79,583-92.7% | $68,490-91.5% |
| Participation rate | 81.0% | 61.1%+19.9pp | 69.5%+11.5pp | 67.9%+13.1pp |
| Annual return | -15.43% | -12.30%-3.1pp | 0.16%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,676 | $1,505+77.8% | $2,414+10.9% | $2,597+3.1% |
| Participant deferral / active EE | $2,637 | $3,025-12.8% | $3,986-33.8% | $4,028-34.5% |
| Admin fee / account holder | $390 | $4,835-91.9% | $6,835-94.3% | $5,403-92.8% |