Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,664 | $77,816-83.7% | $123,549-89.8% | $64,181-80.3% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | 3.15% | 12.49%-9.3pp | 119.20%-116.1pp | 7.63%-4.5pp |
| Employer contribution / active EE | $810 | $3,014-73.1% | $4,628-82.5% | $2,381-66.0% |
| Participant deferral / active EE | $4,039 | $5,240-22.9% | $6,426-37.1% | $3,470+16.4% |
| Admin fee / account holder | $1,941 | $5,519-64.8% | $9,284-79.1% | $4,887-60.3% |