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 | $13,285 | $72,273-81.6% | $101,275-86.9% | $79,856-83.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.02% | 22.30%-9.3pp | 46.48%-33.5pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,323 | $2,691+23.5% | $3,660-9.2% | $2,471+34.5% |
| Participant deferral / active EE | $1,939 | $3,282-40.9% | $4,371-55.6% | $3,741-48.2% |
| Admin fee / account holder | $964 | $4,401-78.1% | $5,948-83.8% | $5,306-81.8% |