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 | $28,366 | $140,592-79.8% | $123,105-77.0% | $125,389-77.4% |
| Participation rate | 90.9% | 88.2%+2.7pp | 86.8%+4.1pp | 83.2%+7.7pp |
| Annual return | -3.19% | 16.80%-20.0pp | 13.22%-16.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,287 | $6,041-62.1% | $5,151-55.6% | $4,866-53.0% |
| Participant deferral / active EE | $3,795 | $6,980-45.6% | $6,229-39.1% | $5,352-29.1% |
| Admin fee / account holder | $1,674 | $11,198-85.1% | $9,014-81.4% | $9,541-82.5% |