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 | $18,991 | $72,177-73.7% | $115,037-83.5% | $59,633-68.2% |
| Participation rate | 78.3% | 72.6%+5.8pp | 81.4%-3.0pp | 68.7%+9.7pp |
| Annual return | 5.31% | 12.02%-6.7pp | 26.14%-20.8pp | 2041.40%-2036.1pp |
| Employer contribution / active EE | $1,103 | $2,841-61.2% | $4,608-76.1% | $2,203-49.9% |
| Participant deferral / active EE | $4,291 | $4,783-10.3% | $6,026-28.8% | $3,192+34.4% |
| Admin fee / account holder | $4,552 | $4,927-7.6% | $8,175-44.3% | $4,297+5.9% |