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 | $12,665 | $65,364-80.6% | $92,909-86.4% | $72,975-82.6% |
| Participation rate | 81.8% | 68.3%+13.5pp | 76.0%+5.8pp | 69.5%+12.3pp |
| Annual return | 17.19% | 42.11%-24.9pp | 109.44%-92.3pp | 81.01%-63.8pp |
| Employer contribution / active EE | $637 | $2,594-75.5% | $3,653-82.6% | $2,440-73.9% |
| Participant deferral / active EE | $2,638 | $3,128-15.7% | $4,238-37.8% | $3,608-26.9% |
| Admin fee / account holder | $2,307 | $4,251-45.7% | $5,795-60.2% | $5,124-55.0% |