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 | $12,182 | $167,362-92.7% | $143,799-91.5% | $134,532-90.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -14.37% | 0.47%-14.8pp | -0.04%-14.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $1,901 | $5,620-66.2% | $4,952-61.6% | $4,741-59.9% |
| Participant deferral / active EE | $2,965 | $6,447-54.0% | $5,638-47.4% | $6,401-53.7% |
| Admin fee / account holder | $6,611 | $18,094-63.5% | $14,677-55.0% | $11,429-42.2% |