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 | $15,148 | $88,707-82.9% | $74,184-79.6% | $273,972-94.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.19% | 11.94%-3.8pp | 17.74%-9.5pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,832 | $3,159-42.0% | $2,370-22.7% | $4,869-62.4% |
| Participant deferral / active EE | $2,202 | $4,212-47.7% | $3,550-38.0% | $5,287-58.4% |
| Admin fee / account holder | $1,396 | $8,717-84.0% | $5,586-75.0% | $10,133-86.2% |