Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,092 | $81,476-86.4% | $102,383-89.2% | $80,925-86.3% |
| Participation rate | 82.4% | 66.8%+15.5pp | 74.5%+7.8pp | 67.7%+14.7pp |
| Annual return | 12.00% | 25.59%-13.6pp | 24.94%-12.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,624 | $3,105-47.7% | $3,870-58.0% | $2,756-41.1% |
| Participant deferral / active EE | $2,027 | $3,871-47.6% | $5,060-59.9% | $4,299-52.8% |
| Admin fee / account holder | $2,292 | $6,717-65.9% | $8,391-72.7% | $6,940-67.0% |