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 | $14,665 | $64,716-77.3% | $112,258-86.9% | $68,495-78.6% |
| Participation rate | 73.4% | 67.2%+6.3pp | 75.1%-1.7pp | 67.9%+5.5pp |
| Annual return | -15.85% | -11.40%-4.5pp | 27.47%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,680 | $2,746-38.8% | $3,636-53.8% | $2,596-35.3% |
| Participant deferral / active EE | $2,958 | $3,565-17.0% | $4,728-37.4% | $4,028-26.6% |
| Admin fee / account holder | $1,757 | $5,232-66.4% | $6,411-72.6% | $5,403-67.5% |