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 | $8,730 | $96,956-91.0% | $69,779-87.5% | $273,972-96.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.41% | 12.93%-7.5pp | 12.99%-7.6pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,695 | $3,316-48.9% | $2,338-27.5% | $4,869-65.2% |
| Participant deferral / active EE | $934 | $3,744-75.1% | $2,931-68.1% | $5,287-82.3% |
| Admin fee / account holder | $1,639 | $7,934-79.3% | $4,381-62.6% | $10,133-83.8% |