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 | $16,318 | $46,877-65.2% | $122,354-86.7% | $70,126-76.7% |
| Participation rate | 93.9% | 58.2%+35.7pp | 71.6%+22.3pp | 69.5%+24.4pp |
| Annual return | 14.19% | 24.22%-10.0pp | 30.28%-16.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,262 | $1,288-2.0% | $4,051-68.8% | $2,343-46.1% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,848 | $3,324+15.8% | $5,479-29.8% | $4,645-17.2% |