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 | $16,543 | $158,827-89.6% | $121,208-86.4% | $135,382-87.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -2.72% | -0.64%-2.1pp | 16.93%-19.7pp | 519.77%-522.5pp |
| Employer contribution / active EE | $1,408 | $5,666-75.1% | $4,023-65.0% | $4,779-70.5% |
| Participant deferral / active EE | $1,258 | $4,006-68.6% | $3,345-62.4% | $5,609-77.6% |
| Admin fee / account holder | $2,496 | $6,514-61.7% | $5,020-50.3% | $10,829-76.9% |