Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,221 | $76,371-68.3% | $93,621-74.1% | $72,975-66.8% |
| Participation rate | 89.7% | 71.8%+18.0pp | 75.8%+13.9pp | 69.5%+20.3pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,378 | $2,276-39.5% | $2,719-49.3% | $2,440-43.5% |
| Participant deferral / active EE | $2,659 | $3,538-24.8% | $4,070-34.7% | $3,608-26.3% |
| Admin fee / account holder | $5,317 | $6,839-22.3% | $7,890-32.6% | $5,124+3.8% |