Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,198 | $73,009-88.8% | $90,760-91.0% | $68,486-88.0% |
| Participation rate | 97.9% | 70.8%+27.0pp | 75.7%+22.2pp | 67.9%+30.0pp |
| Annual return | 5.64% | -13.81%+19.5pp | -12.16%+17.8pp | -7.85%+13.5pp |
| Employer contribution / active EE | $3,206 | $2,193+46.2% | $2,922+9.7% | $2,597+23.5% |
| Participant deferral / active EE | $5,136 | $3,626+41.7% | $4,565+12.5% | $4,028+27.5% |
| Admin fee / account holder | $416 | $5,896-92.9% | $8,444-95.1% | $5,404-92.3% |