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 | $15,661 | $64,716-75.8% | $112,258-86.0% | $68,495-77.1% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -17.80% | -11.40%-6.4pp | 27.47%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,807 | $2,746-34.2% | $3,636-50.3% | $2,596-30.4% |
| Participant deferral / active EE | $3,372 | $3,565-5.4% | $4,728-28.7% | $4,028-16.3% |
| Admin fee / account holder | $27,583 | $5,232+427.2% | $6,411+330.2% | $5,403+410.5% |