Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,247 | $65,034-82.7% | $90,970-87.6% | $79,856-85.9% |
| Participation rate | 76.3% | 61.6%+14.7pp | 69.0%+7.3pp | 69.6%+6.7pp |
| Annual return | 23.05% | 30.45%-7.4pp | 134.60%-111.5pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,624 | $1,247+30.2% | $2,122-23.5% | $2,471-34.3% |
| Participant deferral / active EE | $3,035 | $2,512+20.8% | $3,373-10.0% | $3,741-18.9% |
| Admin fee / account holder | $791 | $4,536-82.6% | $5,961-86.7% | $5,306-85.1% |