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 | $15,722 | $56,894-72.4% | $84,753-81.4% | $62,881-75.0% |
| Participation rate | 77.8% | 68.5%+9.2pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 5.08% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $868 | $2,400-63.8% | $3,574-75.7% | $2,281-61.9% |
| Participant deferral / active EE | $2,067 | $2,709-23.7% | $3,712-44.3% | $3,203-35.5% |
| Admin fee / account holder | $856 | $3,581-76.1% | $5,333-83.9% | $4,296-80.1% |