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 | $19,218 | $88,707-78.3% | $74,184-74.1% | $273,972-93.0% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.6%+13.9pp | 83.0%+7.5pp |
| Annual return | 13.77% | 11.94%+1.8pp | 17.74%-4.0pp | 41.46%-27.7pp |
| Employer contribution / active EE | $1,678 | $3,159-46.9% | $2,370-29.2% | $4,869-65.5% |
| Participant deferral / active EE | $5,009 | $4,212+18.9% | $3,550+41.1% | $5,287-5.3% |
| Admin fee / account holder | $2,372 | $8,717-72.8% | $5,586-57.5% | $10,133-76.6% |