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 | $9,468 | $67,602-86.0% | $82,312-88.5% | $70,126-86.5% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.9%+21.3pp | 69.5%+28.6pp |
| Annual return | 12.60% | 21.57%-9.0pp | 25.88%-13.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,027 | $1,755-41.5% | $2,428-57.7% | $2,343-56.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $730 | $4,512-83.8% | $5,608-87.0% | $4,645-84.3% |