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 | $14,823 | $56,894-73.9% | $84,753-82.5% | $62,881-76.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.28% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,798 | $2,400+16.6% | $3,574-21.7% | $2,281+22.7% |
| Participant deferral / active EE | $2,135 | $2,709-21.2% | $3,712-42.5% | $3,203-33.3% |
| Admin fee / account holder | $2,883 | $3,581-19.5% | $5,333-45.9% | $4,296-32.9% |