Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,613 | $71,215-87.9% | $93,696-90.8% | $80,935-89.4% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.9pp | 67.7%+10.9pp |
| Annual return | 10.35% | 11.27%-0.9pp | 133.74%-123.4pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,268 | $1,565-19.0% | $2,422-47.6% | $2,757-54.0% |
| Participant deferral / active EE | $1,320 | $4,037-67.3% | $4,417-70.1% | $4,299-69.3% |
| Admin fee / account holder | $581 | $6,958-91.6% | $8,287-93.0% | $6,924-91.6% |