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 | $14,383 | $65,367-78.0% | $92,915-84.5% | $72,976-80.3% |
| Participation rate | 78.2% | 68.3%+9.9pp | 76.0%+2.2pp | 69.5%+8.7pp |
| Annual return | 19.87% | 42.11%-22.2pp | 109.45%-89.6pp | 81.02%-61.1pp |
| Employer contribution / active EE | $1,592 | $2,594-38.6% | $3,653-56.4% | $2,440-34.7% |
| Participant deferral / active EE | $2,747 | $3,128-12.2% | $4,238-35.2% | $3,608-23.8% |
| Admin fee / account holder | $2,401 | $4,251-43.5% | $5,796-58.6% | $5,124-53.1% |