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 | $13,757 | $53,128-74.1% | $86,582-84.1% | $70,126-80.4% |
| Participation rate | 92.6% | 65.3%+27.3pp | 73.5%+19.0pp | 69.5%+23.1pp |
| Annual return | 25.19% | 27.66%-2.5pp | 965.08%-939.9pp | 73.15%-48.0pp |
| Employer contribution / active EE | $720 | $2,068-65.2% | $2,839-74.6% | $2,343-69.2% |
| Participant deferral / active EE | $2,059 | $2,695-23.6% | $3,609-42.9% | $3,332-38.2% |
| Admin fee / account holder | $5,396 | $3,584+50.6% | $4,904+10.0% | $4,645+16.2% |