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 | $15,440 | $96,558-84.0% | $80,977-80.9% | $273,972-94.4% |
| Participation rate | 94.7% | 79.1%+15.7pp | 75.8%+18.9pp | 83.0%+11.7pp |
| Annual return | 4.61% | 15.14%-10.5pp | 17.11%-12.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $704 | $4,869-85.5% | $3,715-81.0% | $4,869-85.5% |
| Participant deferral / active EE | $3,023 | $6,598-54.2% | $5,696-46.9% | $5,287-42.8% |
| Admin fee / account holder | $770 | $7,493-89.7% | $5,517-86.0% | $10,133-92.4% |