Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,068 | $81,446-80.3% | $103,374-84.5% | $80,874-80.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.02% | 25.57%-11.6pp | 24.89%-10.9pp | 35.62%-21.6pp |
| Employer contribution / active EE | $1,313 | $3,107-57.7% | $3,869-66.1% | $2,756-52.3% |
| Participant deferral / active EE | $2,422 | $3,870-37.4% | $5,058-52.1% | $4,297-43.6% |
| Admin fee / account holder | $1,398 | $6,715-79.2% | $8,394-83.3% | $6,935-79.8% |