Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,768 | $110,083-79.3% | $151,639-85.0% | $68,486-66.8% |
| Participation rate | 97.2% | 84.0%+13.3pp | 87.5%+9.7pp | 67.9%+29.3pp |
| Annual return | -14.67% | -10.12%-4.5pp | 3.34%-18.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,957 | $4,470-11.5% | $6,165-35.8% | $2,597+52.4% |
| Participant deferral / active EE | $5,736 | $6,526-12.1% | $8,363-31.4% | $4,028+42.4% |
| Admin fee / account holder | $5,473 | $7,718-29.1% | $11,613-52.9% | $5,404+1.3% |