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 | $15,542 | $64,729-76.0% | $112,263-86.2% | $68,490-77.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.01% | -11.40%-4.6pp | 27.49%-43.5pp | -7.85%-8.2pp |
| Employer contribution / active EE | $1,263 | $2,746-54.0% | $3,636-65.3% | $2,597-51.3% |
| Participant deferral / active EE | $2,339 | $3,566-34.4% | $4,729-50.6% | $4,028-41.9% |
| Admin fee / account holder | $1,872 | $5,222-64.1% | $6,410-70.8% | $5,403-65.4% |