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 | $10,063 | $106,864-90.6% | $147,318-93.2% | $82,637-87.8% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.1%+11.4pp | 68.1%+25.4pp |
| Annual return | 16.90% | 27.49%-10.6pp | 70.43%-53.5pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,221 | $3,417-64.3% | $4,593-73.4% | $2,552-52.1% |
| Participant deferral / active EE | $2,523 | $6,496-61.2% | $7,906-68.1% | $4,126-38.8% |
| Admin fee / account holder | $2,269 | $8,415-73.0% | $13,708-83.4% | $7,339-69.1% |