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 | $18,715 | $48,364-61.3% | $71,796-73.9% | $62,881-70.2% |
| Participation rate | 74.6% | 60.6%+14.0pp | 69.1%+5.5pp | 69.3%+5.3pp |
| Annual return | 5.41% | 13.16%-7.7pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $830 | $1,042-20.4% | $1,924-56.9% | $2,281-63.6% |
| Participant deferral / active EE | $1,554 | $2,091-25.7% | $2,794-44.4% | $3,203-51.5% |
| Admin fee / account holder | $3,221 | $3,771-14.6% | $4,815-33.1% | $4,296-25.0% |