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 | $7,212 | $105,623-93.2% | $87,502-91.8% | $273,972-97.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 8.97% | 12.26%-3.3pp | 12.21%-3.2pp | 41.46%-32.5pp |
| Employer contribution / active EE | $975 | $3,141-69.0% | $2,550-61.8% | $4,869-80.0% |
| Participant deferral / active EE | $975 | $3,601-72.9% | $3,149-69.0% | $5,287-81.6% |
| Admin fee / account holder | $1,258 | $4,781-73.7% | $4,221-70.2% | $10,133-87.6% |