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 | $14,867 | $99,345-85.0% | $84,753-82.5% | $273,972-94.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.20% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.3pp |
| Employer contribution / active EE | $965 | $4,214-77.1% | $3,574-73.0% | $4,869-80.2% |
| Participant deferral / active EE | $1,673 | $4,270-60.8% | $3,712-54.9% | $5,287-68.4% |
| Admin fee / account holder | $808 | $6,645-87.8% | $5,333-84.9% | $10,133-92.0% |