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 | $13,247 | $65,084-79.6% | $67,681-80.4% | $64,340-79.4% |
| Participation rate | 75.0% | 66.7%+8.3pp | 73.7%+1.3pp | 55.2%+19.8pp |
| Annual return | 10.66% | 20.50%-9.8pp | 590.58%-579.9pp | 24.14%-13.5pp |
| Employer contribution / active EE | $1,261 | $2,398-47.4% | $2,678-52.9% | $1,862-32.3% |
| Participant deferral / active EE | $2,794 | $3,210-13.0% | $3,976-29.7% | $2,980-6.2% |
| Admin fee / account holder | $5,112 | $1,415+261.3% | $6,100-16.2% | $3,703+38.1% |