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 | $13,763 | $76,551-82.0% | $123,894-88.9% | $62,881-78.1% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 8.96% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,317 | $2,882-54.3% | $4,617-71.5% | $2,281-42.3% |
| Participant deferral / active EE | $2,451 | $4,840-49.4% | $5,984-59.0% | $3,203-23.5% |
| Admin fee / account holder | $421 | $4,826-91.3% | $8,357-95.0% | $4,296-90.2% |