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 | $8,923 | $99,345-91.0% | $84,753-89.5% | $273,970-96.7% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 56.44% | 22.93%+33.5pp | 22.78%+33.7pp | 41.46%+15.0pp |
| Employer contribution / active EE | $819 | $4,214-80.6% | $3,574-77.1% | $4,869-83.2% |
| Participant deferral / active EE | $2,063 | $4,270-51.7% | $3,712-44.4% | $5,287-61.0% |
| Admin fee / account holder | $614 | $6,645-90.8% | $5,333-88.5% | $10,132-93.9% |