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 | $10,362 | $61,660-83.2% | $80,022-87.1% | $64,173-83.9% |
| Participation rate | 73.6% | 71.7%+1.9pp | 75.8%-2.2pp | 69.6%+4.0pp |
| Annual return | -2.08% | -0.33%-1.8pp | 11.22%-13.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,420 | $1,810-21.6% | $2,468-42.5% | $2,381-40.4% |
| Participant deferral / active EE | $2,313 | $2,968-22.1% | $3,686-37.3% | $3,470-33.3% |
| Admin fee / account holder | $864 | $5,417-84.0% | $6,521-86.7% | $4,887-82.3% |