Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,871 | $74,535-82.7% | $100,712-87.2% | $82,637-84.4% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.3%+5.7pp | 68.1%+6.9pp |
| Annual return | 22.08% | 18.92%+3.2pp | 33.27%-11.2pp | 53.51%-31.4pp |
| Employer contribution / active EE | $1,427 | $1,503-5.0% | $2,313-38.3% | $2,552-44.1% |
| Participant deferral / active EE | $1,545 | $3,074-49.7% | $4,085-62.2% | $4,126-62.6% |
| Admin fee / account holder | $888 | $6,576-86.5% | $9,256-90.4% | $7,339-87.9% |