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 | $5,863 | $56,544-89.6% | $75,501-92.2% | $70,126-91.6% |
| Participation rate | 75.9% | 68.1%+7.8pp | 72.4%+3.5pp | 69.5%+6.4pp |
| Annual return | 15.94% | 23.59%-7.6pp | 27.35%-11.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $718 | $1,817-60.5% | $2,352-69.5% | $2,343-69.3% |
| Participant deferral / active EE | $1,046 | $2,580-59.4% | $3,142-66.7% | $3,332-68.6% |
| Admin fee / account holder | $3,847 | $3,827+0.5% | $5,801-33.7% | $4,645-17.2% |