Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,299 | $167,533-86.7% | $151,645-85.3% | $134,545-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.36% | 7.81%-23.2pp | 3.34%-18.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,332 | $6,828-65.8% | $6,165-62.2% | $4,742-50.8% |
| Participant deferral / active EE | $7,882 | $8,985-12.3% | $8,363-5.7% | $6,401+23.1% |
| Admin fee / account holder | $38,668 | $13,781+180.6% | $11,614+232.9% | $11,431+238.3% |