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 | $7,776 | $77,638-90.0% | $156,551-95.0% | $62,881-87.6% |
| Participation rate | 86.8% | 71.2%+15.6pp | 84.0%+2.8pp | 69.3%+17.5pp |
| Annual return | 5.55% | 50.33%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,603 | $3,444-53.4% | $5,501-70.9% | $2,281-29.7% |
| Participant deferral / active EE | $1,814 | $3,046-40.4% | $4,871-62.8% | $3,203-43.4% |
| Admin fee / account holder | $1,524 | $5,561-72.6% | $13,028-88.3% | $4,296-64.5% |