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 | $15,366 | $82,674-81.4% | $125,363-87.7% | $68,495-77.6% |
| Participation rate | 98.6% | 75.0%+23.6pp | 82.4%+16.3pp | 67.9%+30.7pp |
| Annual return | -0.63% | -5.97%+5.3pp | 572.15%-572.8pp | -7.84%+7.2pp |
| Employer contribution / active EE | $3,362 | $3,382-0.6% | $4,815-30.2% | $2,596+29.5% |
| Participant deferral / active EE | $7,488 | $6,111+22.5% | $7,447+0.6% | $4,028+85.9% |
| Admin fee / account holder | $1,599 | $6,276-74.5% | $10,005-84.0% | $5,403-70.4% |