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 | $13,775 | $135,956-89.9% | $123,894-88.9% | $273,972-95.0% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 10.11% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $3,555 | $5,170-31.2% | $4,617-23.0% | $4,869-27.0% |
| Participant deferral / active EE | $8,287 | $6,343+30.7% | $5,984+38.5% | $5,287+56.7% |
| Admin fee / account holder | $706 | $9,817-92.8% | $8,357-91.6% | $10,133-93.0% |