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 | $11,381 | $90,486-87.4% | $78,676-85.5% | $273,972-95.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.88% | 75.62%-72.7pp | 62.19%-59.3pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,661 | $3,175-47.7% | $2,850-41.7% | $4,869-65.9% |
| Participant deferral / active EE | $830 | $3,901-78.7% | $3,517-76.4% | $5,287-84.3% |
| Admin fee / account holder | $1,243 | $5,263-76.4% | $4,510-72.4% | $10,133-87.7% |