Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,051 | $127,387-84.3% | $115,038-82.6% | $125,389-84.0% |
| Participation rate | 94.7% | 84.2%+10.6pp | 81.4%+13.4pp | 83.2%+11.5pp |
| Annual return | -1.98% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,351 | $5,166-73.8% | $4,608-70.7% | $4,866-72.2% |
| Participant deferral / active EE | $3,351 | $6,423-47.8% | $6,026-44.4% | $5,352-37.4% |
| Admin fee / account holder | $2,708 | $9,516-71.5% | $8,175-66.9% | $9,541-71.6% |