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 | $15,974 | $72,027-77.8% | $185,861-91.4% | $79,856-80.0% |
| Participation rate | 73.5% | 65.8%+7.7pp | 78.0%-4.6pp | 69.6%+3.8pp |
| Annual return | 21.91% | 23.13%-1.2pp | 35.96%-14.0pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,369 | $1,965-30.3% | $4,088-66.5% | $2,471-44.6% |
| Participant deferral / active EE | $3,937 | $3,780+4.2% | $5,634-30.1% | $3,741+5.2% |
| Admin fee / account holder | $344 | $4,513-92.4% | $9,503-96.4% | $5,306-93.5% |