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 | $13,480 | $76,551-82.4% | $123,894-89.1% | $62,881-78.6% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 51.06% | 18.68%+32.4pp | 47.52%+3.5pp | 20.14%+30.9pp |
| Employer contribution / active EE | $1,889 | $2,882-34.5% | $4,617-59.1% | $2,281-17.2% |
| Participant deferral / active EE | $3,365 | $4,840-30.5% | $5,984-43.8% | $3,203+5.0% |
| Admin fee / account holder | $726 | $4,826-84.9% | $8,357-91.3% | $4,296-83.1% |