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 | $8,387 | $73,009-88.5% | $90,760-90.8% | $68,486-87.8% |
| Participation rate | 97.4% | 70.8%+26.5pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | 8.27% | -13.81%+22.1pp | -12.16%+20.4pp | -7.85%+16.1pp |
| Employer contribution / active EE | $536 | $2,193-75.6% | $2,922-81.7% | $2,597-79.4% |
| Participant deferral / active EE | $3,591 | $3,626-1.0% | $4,565-21.3% | $4,028-10.8% |
| Admin fee / account holder | $921 | $5,896-84.4% | $8,444-89.1% | $5,404-83.0% |