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 | $25,307 | $78,423-67.7% | $95,964-73.6% | $79,856-68.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.99% | 19.37%-3.4pp | 91.64%-75.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,091 | $1,945-43.9% | $2,541-57.1% | $2,471-55.8% |
| Participant deferral / active EE | $2,251 | $3,440-34.6% | $4,167-46.0% | $3,741-39.8% |
| Admin fee / account holder | $8,060 | $5,622+43.4% | $6,797+18.6% | $5,306+51.9% |