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 | $11,215 | $76,551-85.3% | $123,894-90.9% | $62,881-82.2% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 10.69% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,970 | $2,882-31.7% | $4,617-57.3% | $2,281-13.6% |
| Participant deferral / active EE | $5,450 | $4,840+12.6% | $5,984-8.9% | $3,203+70.2% |
| Admin fee / account holder | $380 | $4,826-92.1% | $8,357-95.5% | $4,296-91.2% |