Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,870 | $107,421-84.3% | $182,262-90.7% | $94,015-82.1% |
| Participation rate | 89.8% | 77.8%+12.0pp | 84.2%+5.6pp | 70.8%+19.0pp |
| Annual return | 20.68% | 21.32%-0.6pp | 140.60%-119.9pp | 17.84%+2.8pp |
| Employer contribution / active EE | $1,809 | $3,448-47.5% | $5,046-64.1% | $2,790-35.2% |
| Participant deferral / active EE | $6,532 | $6,558-0.4% | $8,276-21.1% | $4,249+53.7% |
| Admin fee / account holder | $5,840 | $8,692-32.8% | $16,712-65.1% | $8,951-34.8% |