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 | $23,011 | $60,349-61.9% | $74,184-69.0% | $62,881-63.4% |
| Participation rate | 75.9% | 72.7%+3.2pp | 76.6%-0.7pp | 69.3%+6.6pp |
| Annual return | 8.70% | 21.38%-12.7pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,361 | $1,680-19.0% | $2,370-42.6% | $2,281-40.3% |
| Participant deferral / active EE | $1,895 | $2,856-33.6% | $3,550-46.6% | $3,203-40.8% |
| Admin fee / account holder | $464 | $4,261-89.1% | $5,586-91.7% | $4,296-89.2% |