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 | $14,219 | $135,956-89.5% | $123,894-88.5% | $273,972-94.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.02% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $5,589 | $5,170+8.1% | $4,617+21.1% | $4,869+14.8% |
| Participant deferral / active EE | $2,750 | $6,343-56.6% | $5,984-54.0% | $5,287-48.0% |
| Admin fee / account holder | $505 | $9,817-94.9% | $8,357-94.0% | $10,133-95.0% |